MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768,737 shares; 2024Q4: 3,811,770 shares; 2025Q1: 3,766,202 shares; 2025Q2: 3,696,704 shares; 2025Q3: 3,607,106 shares; 2025Q4: 3,574,568 shares 3,574,568 $1.73B 4.64% -32,538 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384,952 shares; 2024Q4: 6,277,205 shares; 2025Q1: 6,174,270 shares; 2025Q2: 6,026,880 shares; 2025Q3: 5,992,795 shares; 2025Q4: 5,949,948 shares 5,949,948 $1.62B 4.34% -42,847 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097,144 shares; 2024Q4: 6,163,344 shares; 2025Q1: 6,150,856 shares; 2025Q2: 6,121,875 shares; 2025Q3: 6,006,885 shares; 2025Q4: 6,064,424 shares 6,064,424 $1.4B 3.76% +57,539 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693,108 shares; 2024Q4: 5,040,883 shares; 2025Q1: 5,380,574 shares; 2025Q2: 5,599,138 shares; 2025Q3: 5,645,112 shares; 2025Q4: 5,494,350 shares 5,494,350 $1.02B 2.75% -150,762 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,313,931 shares; 2024Q4: 3,253,651 shares; 2025Q1: 3,215,678 shares; 2025Q2: 3,180,029 shares; 2025Q3: 3,145,955 shares; 2025Q4: 3,118,759 shares 3,118,759 $979M 2.63% -27,196 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624,574 shares; 2024Q4: 2,591,086 shares; 2025Q1: 2,584,203 shares; 2025Q2: 2,525,136 shares; 2025Q3: 2,525,974 shares; 2025Q4: 2,493,580 shares 2,493,580 $780M 2.09% -32,394 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409,476 shares; 2024Q4: 2,384,611 shares; 2025Q1: 2,319,136 shares; 2025Q2: 2,329,745 shares; 2025Q3: 2,306,918 shares; 2025Q4: 2,309,809 shares 2,309,809 $744M 2% +2,891 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165,569 shares; 2024Q4: 1,105,014 shares; 2025Q1: 1,090,770 shares; 2025Q2: 1,080,505 shares; 2025Q3: 1,031,786 shares; 2025Q4: 1,001,375 shares 1,001,375 $677M 1.82% -30,411 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151,819 shares; 2024Q4: 2,089,726 shares; 2025Q1: 2,036,756 shares; 2025Q2: 2,071,053 shares; 2025Q3: 1,962,153 shares; 2025Q4: 1,929,237 shares 1,929,237 $677M 1.82% -32,916 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,359 shares; 2024Q4: 819,692 shares; 2025Q1: 854,383 shares; 2025Q2: 859,665 shares; 2025Q3: 859,344 shares; 2025Q4: 857,803 shares 857,803 $585M 1.57% -1,541 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,149 shares; 2024Q4: 1,039,691 shares; 2025Q1: 1,020,695 shares; 2025Q2: 1,007,323 shares; 2025Q3: 976,597 shares; 2025Q4: 955,188 shares 955,188 $545M 1.46% -21,409 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,678 shares; 2024Q4: 377,272 shares; 2025Q1: 551,158 shares; 2025Q2: 576,598 shares; 2025Q3: 678,857 shares; 2025Q4: 736,202 shares 736,202 $486M 1.3% +57,345 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,458 shares; 2024Q4: 588,056 shares; 2025Q1: 548,899 shares; 2025Q2: 551,986 shares; 2025Q3: 551,558 shares; 2025Q4: 521,182 shares 521,182 $449M 1.21% -30,376 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,978 shares; 2024Q4: 130,595 shares; 2025Q1: 353,202 shares; 2025Q2: 632,806 shares; 2025Q3: 628,121 shares; 2025Q4: 652,306 shares 652,306 $426M 1.14% +24,185 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092,690 shares; 2024Q4: 3,070,194 shares; 2025Q1: 3,027,350 shares; 2025Q2: 2,971,448 shares; 2025Q3: 2,751,514 shares; 2025Q4: 2,653,891 shares 2,653,891 $359M 0.96% -97,623 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,298 shares; 2024Q4: 334,361 shares; 2025Q1: 331,821 shares; 2025Q2: 304,467 shares; 2025Q3: 299,549 shares; 2025Q4: 324,796 shares 324,796 $349M 0.94% +25,247 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,623 shares; 2024Q4: 308,283 shares; 2025Q1: 326,111 shares; 2025Q2: 327,788 shares; 2025Q3: 399,081 shares; 2025Q4: 2,214,840 shares 2,214,840 $339M 0.91% +1,815,759 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,082,126 shares; 2024Q4: 4,022,575 shares; 2025Q1: 4,248,809 shares; 2025Q2: 4,324,033 shares; 2025Q3: 4,247,493 shares; 2025Q4: 4,107,558 shares 4,107,558 $336M 0.9% -139,935 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,752 shares; 2024Q4: 410,742 shares; 2025Q1: 417,229 shares; 2025Q2: 436,143 shares; 2025Q3: 446,312 shares; 2025Q4: 488,420 shares 488,420 $335M 0.9% +42,108 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609,086 shares; 2024Q4: 1,586,218 shares; 2025Q1: 1,523,058 shares; 2025Q2: 1,505,421 shares; 2025Q3: 1,439,156 shares; 2025Q4: 1,407,032 shares 1,407,032 $320M 0.86% -32,124 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764,997 shares; 2024Q4: 1,717,881 shares; 2025Q1: 1,443,780 shares; 2025Q2: 1,375,724 shares; 2025Q3: 1,366,102 shares; 2025Q4: 1,372,624 shares 1,372,624 $314M 0.84% +6,522 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,467 shares; 2024Q4: 767,292 shares; 2025Q1: 865,420 shares; 2025Q2: 934,447 shares; 2025Q3: 889,716 shares; 2025Q4: 896,446 shares 896,446 $310M 0.83% +6,730 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171,336 shares; 2024Q4: 1,201,107 shares; 2025Q1: 1,243,105 shares; 2025Q2: 1,257,412 shares; 2025Q3: 1,263,581 shares; 2025Q4: 1,337,461 shares 1,337,461 $306M 0.82% +73,880 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,377 shares; 2024Q4: 931,674 shares; 2025Q1: 926,375 shares; 2025Q2: 924,257 shares; 2025Q3: 919,505 shares; 2025Q4: 844,899 shares 844,899 $297M 0.8% -74,606 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274,576 shares; 2024Q4: 3,256,767 shares; 2025Q1: 3,292,634 shares; 2025Q2: 6,822,973 shares; 2025Q3: 6,965,564 shares; 2025Q4: 7,014,666 shares 7,014,666 $281M 0.76% +49,102 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,623 shares; 2024Q4: 1,216,231 shares; 2025Q1: 1,298,921 shares; 2025Q2: 1,284,962 shares; 2025Q3: 1,289,252 shares; 2025Q4: 1,228,578 shares 1,228,578 $274M 0.74% -60,674 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844,060 shares; 2024Q4: 1,799,061 shares; 2025Q1: 1,774,295 shares; 2025Q2: 1,752,889 shares; 2025Q3: 1,729,769 shares; 2025Q4: 1,690,566 shares 1,690,566 $274M 0.73% -39,203 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548,965 shares; 2024Q4: 2,506,613 shares; 2025Q1: 2,444,485 shares; 2025Q2: 2,435,014 shares; 2025Q3: 2,406,279 shares; 2025Q4: 2,412,584 shares 2,412,584 $269M 0.72% +6,305 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,925 shares; 2024Q4: 755,641 shares; 2025Q1: 761,909 shares; 2025Q2: 759,360 shares; 2025Q3: 765,895 shares; 2025Q4: 756,182 shares 756,182 $260M 0.7% -9,713 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,198 shares; 2024Q4: 720,237 shares; 2025Q1: 689,548 shares; 2025Q2: 678,570 shares; 2025Q3: 703,490 shares; 2025Q4: 700,047 shares 700,047 $259M 0.7% -3,443 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,779 shares; 2024Q4: 468,880 shares; 2025Q1: 473,416 shares; 2025Q2: 466,023 shares; 2025Q3: 458,006 shares; 2025Q4: 439,370 shares 439,370 $249M 0.67% -18,636 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,498 shares; 2024Q4: 424,821 shares; 2025Q1: 782,991 shares; 2025Q2: 1,003,607 shares; 2025Q3: 1,191,068 shares; 2025Q4: 1,439,666 shares 1,439,666 $249M 0.67% +248,598 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,072 shares; 2024Q4: 255,034 shares; 2025Q1: 291,311 shares; 2025Q2: 303,780 shares; 2025Q3: 330,019 shares; 2025Q4: 375,230 shares 375,230 $235M 0.63% +45,211 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,430 shares; 2024Q4: 1,304,027 shares; 2025Q1: 1,178,648 shares; 2025Q2: 1,157,886 shares; 2025Q3: 1,237,864 shares; 2025Q4: 1,250,372 shares 1,250,372 $230M 0.62% +12,508 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248,157 shares; 2024Q4: 1,213,515 shares; 2025Q1: 1,179,878 shares; 2025Q2: 1,174,625 shares; 2025Q3: 1,158,043 shares; 2025Q4: 1,134,551 shares 1,134,551 $228M 0.61% -23,492 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,045 shares; 2024Q4: 770,936 shares; 2025Q1: 814,712 shares; 2025Q2: 806,656 shares; 2025Q3: 799,956 shares; 2025Q4: 675,440 shares 675,440 $228M 0.61% -124,516 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,669 shares; 2024Q4: 178,343 shares; 2025Q1: 175,221 shares; 2025Q2: 172,953 shares; 2025Q3: 172,649 shares; 2025Q4: 170,230 shares 170,230 $226M 0.61% -2,419 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868,759 shares; 2024Q4: 844,034 shares; 2025Q1: 814,133 shares; 2025Q2: 805,156 shares; 2025Q3: 794,143 shares; 2025Q4: 857,871 shares 857,871 $225M 0.6% +63,728 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,857 shares; 2024Q4: 419,119 shares; 2025Q1: 420,754 shares; 2025Q2: 442,597 shares; 2025Q3: 445,234 shares; 2025Q4: 447,062 shares 447,062 $225M 0.6% +1,828 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334,607 shares; 2024Q4: 1,352,435 shares; 2025Q1: 1,345,919 shares; 2025Q2: 1,355,932 shares; 2025Q3: 1,361,649 shares; 2025Q4: 1,369,045 shares 1,369,045 $211M 0.57% +7,396 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127,002 shares; 2024Q4: 3,444,714 shares; 2025Q1: 3,541,445 shares; 2025Q2: 3,124,542 shares; 2025Q3: 3,085,052 shares; 2025Q4: 3,053,622 shares 3,053,622 $205M 0.55% -31,430 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088,732 shares; 2024Q4: 1,958,504 shares; 2025Q1: 2,001,576 shares; 2025Q2: 2,055,577 shares; 2025Q3: 2,266,265 shares; 2025Q4: 2,711,435 shares 2,711,435 $199M 0.54% +445,170 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,210 shares; 2024Q4: 157,186 shares; 2025Q1: 96,596 shares; 2025Q2: 153,178 shares; 2025Q3: 316,388 shares; 2025Q4: 294,439 shares 294,439 $198M 0.53% -21,949 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,121 shares; 2024Q4: 1,572,084 shares; 2025Q1: 1,579,024 shares; 2025Q2: 1,603,305 shares; 2025Q3: 1,598,206 shares; 2025Q4: 1,577,799 shares 1,577,799 $198M 0.53% -20,407 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121,696 shares; 2024Q4: 3,153,008 shares; 2025Q1: 2,971,253 shares; 2025Q2: 2,956,837 shares; 2025Q3: 3,044,272 shares; 2025Q4: 3,148,531 shares 3,148,531 $197M 0.53% +104,259 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,526 shares; 2024Q4: 1,003,860 shares; 2025Q1: 957,661 shares; 2025Q2: 952,857 shares; 2025Q3: 948,277 shares; 2025Q4: 949,575 shares 949,575 $197M 0.53% +1,298 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,755 shares; 2024Q4: 433,821 shares; 2025Q1: 420,874 shares; 2025Q2: 424,768 shares; 2025Q3: 424,708 shares; 2025Q4: 412,858 shares 412,858 $187M 0.5% -11,850 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,857 shares; 2024Q4: 1,012,398 shares; 2025Q1: 998,603 shares; 2025Q2: 1,014,575 shares; 2025Q3: 1,005,955 shares; 2025Q4: 995,017 shares 995,017 $187M 0.5% -10,938 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,168 shares; 2024Q4: 1,123,106 shares; 2025Q1: 1,110,590 shares; 2025Q2: 1,067,119 shares; 2025Q3: 882,933 shares; 2025Q4: 829,064 shares 829,064 $178M 0.48% -53,869 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,550 shares; 2024Q4: 564,247 shares; 2025Q1: 554,750 shares; 2025Q2: 567,987 shares; 2025Q3: 529,773 shares; 2025Q4: 496,307 shares 496,307 $175M 0.47% -33,466 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220,807 shares; 2024Q4: 5,175,453 shares; 2025Q1: 5,152,588 shares; 2025Q2: 5,082,291 shares; 2025Q3: 4,738,566 shares; 2025Q4: 4,414,974 shares 4,414,974 $173M 0.46% -323,592 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,339 shares; 2024Q4: 253,793 shares; 2025Q1: 256,592 shares; 2025Q2: 270,387 shares; 2025Q3: 265,585 shares; 2025Q4: 281,300 shares 281,300 $173M 0.46% +15,715 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,826 shares; 2024Q4: 708,997 shares; 2025Q1: 765,752 shares; 2025Q2: 823,862 shares; 2025Q3: 804,306 shares; 2025Q4: 898,024 shares 898,024 $172M 0.46% +93,718 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,851 shares; 2024Q4: 365,518 shares; 2025Q1: 255,705 shares; 2025Q2: 255,338 shares; 2025Q3: 250,286 shares; 2025Q4: 243,875 shares 243,875 $162M 0.43% -6,411 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,365 shares; 2024Q4: 650,925 shares; 2025Q1: 641,881 shares; 2025Q2: 635,523 shares; 2025Q3: 666,611 shares; 2025Q4: 673,554 shares 673,554 $148M 0.4% +6,943 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837,152 shares; 2025Q1: 1,032,020 shares; 2025Q2: 1,157,382 shares; 2025Q3: 1,112,568 shares; 2025Q4: 1,124,560 shares 1,124,560 $147M 0.4% +11,992 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,502 shares; 2024Q4: 376,637 shares; 2025Q1: 477,808 shares; 2025Q2: 658,055 shares; 2025Q3: 665,006 shares; 2025Q4: 678,587 shares 678,587 $147M 0.4% +13,581 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,040 shares; 2024Q4: 713,634 shares; 2025Q1: 680,179 shares; 2025Q2: 655,587 shares; 2025Q3: 614,695 shares; 2025Q4: 552,086 shares 552,086 $146M 0.39% -62,609 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,679 shares; 2024Q4: 136,390 shares; 2025Q1: 137,431 shares; 2025Q2: 150,255 shares; 2025Q3: 149,232 shares; 2025Q4: 1,495,695 shares 1,495,695 $140M 0.38% +1,346,463 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,624 shares; 2024Q4: 462,753 shares; 2025Q1: 460,852 shares; 2025Q2: 475,623 shares; 2025Q3: 459,740 shares; 2025Q4: 471,447 shares 471,447 $140M 0.37% +11,707 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,286 shares; 2024Q4: 529,808 shares; 2025Q1: 518,453 shares; 2025Q2: 493,580 shares; 2025Q3: 500,461 shares; 2025Q4: 558,738 shares 558,738 $138M 0.37% +58,277 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,824 shares; 2024Q4: 155,915 shares; 2025Q1: 158,372 shares; 2025Q2: 150,016 shares; 2025Q3: 153,206 shares; 2025Q4: 155,003 shares 155,003 $136M 0.37% +1,797 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850,836 shares; 2024Q4: 3,393,951 shares; 2025Q1: 2,903,518 shares; 2025Q2: 2,871,162 shares; 2025Q3: 3,128,473 shares; 2025Q4: 2,023,523 shares 2,023,523 $136M 0.37% -1,104,950 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059,030 shares; 2024Q4: 2,176,043 shares; 2025Q1: 2,173,083 shares; 2025Q2: 2,170,212 shares; 2025Q3: 2,124,489 shares; 2025Q4: 2,260,758 shares 2,260,758 $136M 0.36% +136,269 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742,109 shares; 2024Q4: 2,232,647 shares; 2025Q1: 2,238,563 shares; 2025Q2: 2,208,044 shares; 2025Q3: 2,109,343 shares; 2025Q4: 1,988,841 shares 1,988,841 $132M 0.35% -120,502 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,774 shares; 2024Q4: 274,154 shares; 2025Q1: 255,678 shares; 2025Q2: 283,552 shares; 2025Q3: 268,015 shares; 2025Q4: 293,483 shares 293,483 $132M 0.35% +25,468 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749,423 shares; 2024Q4: 2,765,963 shares; 2025Q1: 2,784,916 shares; 2025Q2: 2,814,195 shares; 2025Q3: 2,660,791 shares; 2025Q4: 2,522,471 shares 2,522,471 $130M 0.35% -138,320 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,528 shares; 2024Q4: 1,169,782 shares; 2025Q1: 2,177,688 shares; 2025Q2: 2,280,070 shares; 2025Q3: 1,819,292 shares; 2025Q4: 1,679,025 shares 1,679,025 $128M 0.34% -140,267 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,441 shares; 2024Q4: 604,737 shares; 2025Q1: 789,999 shares; 2025Q2: 739,331 shares; 2025Q3: 740,721 shares; 2025Q4: 718,797 shares 718,797 $128M 0.34% -21,924 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,701 shares; 2024Q4: 986,834 shares; 2025Q1: 990,180 shares; 2025Q2: 980,263 shares; 2025Q3: 928,397 shares; 2025Q4: 868,968 shares 868,968 $125M 0.33% -59,429 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,541 shares; 2024Q4: 216,605 shares; 2025Q1: 220,623 shares; 2025Q2: 249,093 shares; 2025Q3: 250,798 shares; 2025Q4: 263,018 shares 263,018 $124M 0.33% +12,220 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,809 shares; 2024Q4: 370,457 shares; 2025Q1: 447,025 shares; 2025Q2: 361,132 shares; 2025Q3: 300,010 shares; 2025Q4: 293,886 shares 293,886 $123M 0.33% -6,124 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367,577 shares; 2024Q4: 2,240,186 shares; 2025Q1: 1,892,280 shares; 2025Q2: 1,631,871 shares; 2025Q3: 1,363,155 shares; 2025Q4: 969,963 shares 969,963 $122M 0.33% -393,192 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,550 shares; 2024Q4: 191,450 shares; 2025Q1: 191,535 shares; 2025Q2: 189,300 shares; 2025Q3: 202,226 shares; 2025Q4: 249,896 shares 249,896 $122M 0.33% +47,670 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,005 shares; 2024Q4: 790,497 shares; 2025Q1: 777,189 shares; 2025Q2: 773,174 shares; 2025Q3: 782,048 shares; 2025Q4: 678,244 shares 678,244 $119M 0.32% -103,804 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,953 shares; 2024Q4: 56,464 shares; 2025Q1: 217,835 shares; 2025Q2: 218,647 shares; 2025Q3: 283,492 shares; 2025Q4: 346,764 shares 346,764 $117M 0.31% +63,272 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,099 shares; 2024Q4: 957,774 shares; 2025Q1: 959,874 shares; 2025Q2: 971,001 shares; 2025Q3: 963,274 shares; 2025Q4: 968,137 shares 968,137 $117M 0.31% +4,863 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,429 shares; 2024Q4: 264,309 shares; 2025Q1: 264,407 shares; 2025Q2: 270,338 shares; 2025Q3: 291,473 shares; 2025Q4: 338,130 shares 338,130 $113M 0.3% +46,657 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,760 shares; 2024Q4: 1,079,686 shares; 2025Q1: 1,138,197 shares; 2025Q2: 1,049,440 shares; 2025Q3: 1,042,342 shares; 2025Q4: 1,093,999 shares 1,093,999 $112M 0.3% +51,657 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,352 shares; 2024Q4: 621,304 shares; 2025Q1: 603,925 shares; 2025Q2: 565,371 shares; 2025Q3: 393,313 shares; 2025Q4: 318,448 shares 318,448 $111M 0.3% -74,865 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,260 shares; 2024Q4: 206,489 shares; 2025Q1: 205,876 shares; 2025Q2: 205,995 shares; 2025Q3: 214,509 shares; 2025Q4: 211,333 shares 211,333 $110M 0.3% -3,176 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,140 shares; 2024Q4: 103,824 shares; 2025Q1: 303,773 shares; 2025Q2: 403,716 shares; 2025Q3: 484,597 shares; 2025Q4: 499,048 shares 499,048 $110M 0.29% +14,451 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,136 shares; 2024Q4: 556,630 shares; 2025Q1: 517,397 shares; 2025Q2: 497,859 shares; 2025Q3: 484,001 shares; 2025Q4: 470,374 shares 470,374 $109M 0.29% -13,627 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,042 shares; 2024Q4: 310,926 shares; 2025Q1: 289,366 shares; 2025Q2: 276,929 shares; 2025Q3: 279,199 shares; 2025Q4: 279,153 shares 279,153 $109M 0.29% -46 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,090 shares; 2024Q4: 731,875 shares; 2025Q1: 721,493 shares; 2025Q2: 587,570 shares; 2025Q3: 447,619 shares; 2025Q4: 402,199 shares 402,199 $108M 0.29% -45,420 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,939 shares; 2024Q4: 154,585 shares; 2025Q1: 159,544 shares; 2025Q2: 174,803 shares; 2025Q3: 225,394 shares; 2025Q4: 225,820 shares 225,820 $106M 0.28% +426 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,769 shares; 2024Q4: 367,092 shares; 2025Q1: 382,792 shares; 2025Q2: 387,870 shares; 2025Q3: 410,399 shares; 2025Q4: 549,986 shares 549,986 $105M 0.28% +139,587 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,294 shares; 2024Q4: 343,731 shares; 2025Q1: 341,047 shares; 2025Q2: 342,182 shares; 2025Q3: 343,959 shares; 2025Q4: 343,101 shares 343,101 $105M 0.28% -858 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,543 shares; 2024Q4: 73,951 shares; 2025Q1: 73,053 shares; 2025Q2: 1,079,612 shares; 2025Q3: 1,085,453 shares; 2025Q4: 1,114,040 shares 1,114,040 $102M 0.27% +28,587 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,939 shares; 2024Q4: 651,414 shares; 2025Q1: 656,428 shares; 2025Q2: 652,914 shares; 2025Q3: 668,728 shares; 2025Q4: 666,459 shares 666,459 $102M 0.27% -2,269 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,818 shares; 2024Q4: 1,566,028 shares; 2025Q1: 1,547,803 shares; 2025Q2: 1,549,871 shares; 2025Q3: 1,521,663 shares; 2025Q4: 1,452,843 shares 1,452,843 $102M 0.27% -68,820 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,754 shares; 2024Q4: 170,588 shares; 2025Q1: 174,261 shares; 2025Q2: 144,055 shares; 2025Q3: 178,163 shares; 2025Q4: 255,203 shares 255,203 $101M 0.27% +77,040 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,195 shares; 2024Q4: 706,402 shares; 2025Q1: 705,137 shares; 2025Q2: 689,860 shares; 2025Q3: 529,273 shares; 2025Q4: 486,174 shares 486,174 $99.8M 0.27% -43,099 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,310 shares; 2024Q4: 243,274 shares; 2025Q1: 242,007 shares; 2025Q2: 239,971 shares; 2025Q3: 238,849 shares; 2025Q4: 233,766 shares 233,766 $99.7M 0.27% -5,083 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,976 shares; 2024Q4: 185,600 shares; 2025Q1: 210,485 shares; 2025Q2: 209,793 shares; 2025Q3: 212,904 shares; 2025Q4: 222,235 shares 222,235 $99.7M 0.27% +9,331 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,206 shares; 2024Q4: 467,025 shares; 2025Q1: 495,828 shares; 2025Q2: 500,680 shares; 2025Q3: 520,187 shares; 2025Q4: 610,733 shares 610,733 $98.3M 0.26% +90,546 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806,115 shares; 2024Q4: 740,429 shares; 2025Q1: 726,944 shares; 2025Q2: 702,111 shares; 2025Q3: 698,032 shares; 2025Q4: 680,443 shares 680,443 $97M 0.26% -17,589 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,557 shares; 2024Q4: 318,274 shares; 2025Q1: 290,567 shares; 2025Q2: 279,576 shares; 2025Q3: 284,145 shares; 2025Q4: 284,667 shares 284,667 $95.8M 0.26% +522 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,055 shares; 2024Q4: 621,859 shares; 2025Q1: 499,767 shares; 2025Q2: 519,237 shares; 2025Q3: 510,419 shares; 2025Q4: 477,646 shares 477,646 $93.1M 0.25% -32,773 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,024 shares; 2024Q4: 361,416 shares; 2025Q1: 649,673 shares; 2025Q2: 438,068 shares; 2025Q3: 579,279 shares; 2025Q4: 542,992 shares 542,992 $92.9M 0.25% -36,287 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,097 shares; 2024Q4: 426,768 shares; 2025Q1: 444,852 shares; 2025Q2: 421,557 shares; 2025Q3: 412,195 shares; 2025Q4: 369,427 shares 369,427 $91M 0.24% -42,768 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,413 shares; 2024Q4: 144,866 shares; 2025Q1: 140,810 shares; 2025Q2: 135,555 shares; 2025Q3: 134,124 shares; 2025Q4: 157,010 shares 157,010 $91M 0.24% +22,886 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,658 shares; 2024Q4: 800,784 shares; 2025Q1: 1,038,635 shares; 2025Q2: 1,102,423 shares; 2025Q3: 1,225,529 shares; 2025Q4: 1,227,509 shares 1,227,509 $89.3M 0.24% +1,980 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,548 shares; 2024Q4: 824,505 shares; 2025Q1: 804,334 shares; 2025Q2: 812,483 shares; 2025Q3: 854,703 shares; 2025Q4: 926,883 shares 926,883 $89M 0.24% +72,180 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,329 shares; 2024Q4: 1,008,963 shares; 2025Q1: 941,399 shares; 2025Q2: 872,467 shares; 2025Q3: 812,366 shares; 2025Q4: 834,024 shares 834,024 $87.8M 0.24% +21,658 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,834 shares; 2024Q4: 85,330 shares; 2025Q1: 130,787 shares; 2025Q2: 135,371 shares; 2025Q3: 130,692 shares; 2025Q4: 157,001 shares 157,001 $86.5M 0.23% +26,309 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,872 shares; 2024Q4: 391,444 shares; 2025Q1: 383,598 shares; 2025Q2: 383,297 shares; 2025Q3: 396,691 shares; 2025Q4: 386,320 shares 386,320 $86.4M 0.23% -10,371 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,885 shares; 2024Q4: 300,321 shares; 2025Q1: 307,150 shares; 2025Q2: 293,958 shares; 2025Q3: 299,892 shares; 2025Q4: 299,970 shares 299,970 $85.6M 0.23% +78 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,591 shares; 2024Q4: 1,754,732 shares; 2025Q1: 2,534,270 shares; 2025Q2: 3,888,661 shares; 2025Q3: 7,134,647 shares; 2025Q4: 3,372,960 shares 3,372,960 $81.4M 0.22% -3,761,687 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,876 shares; 2024Q4: 480,124 shares; 2025Q1: 482,572 shares; 2025Q2: 495,913 shares; 2025Q3: 512,253 shares; 2025Q4: 540,800 shares 540,800 $80.4M 0.22% +28,547 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,554 shares; 2024Q4: 621,315 shares; 2025Q1: 634,279 shares; 2025Q2: 670,251 shares; 2025Q3: 770,869 shares; 2025Q4: 873,248 shares 873,248 $78.1M 0.21% +102,379 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,956 shares; 2024Q4: 811,401 shares; 2025Q1: 807,433 shares; 2025Q2: 778,279 shares; 2025Q3: 761,331 shares; 2025Q4: 751,879 shares 751,879 $77.3M 0.21% -9,452 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,380 shares; 2024Q4: 558,547 shares; 2025Q1: 530,285 shares; 2025Q2: 517,330 shares; 2025Q3: 503,639 shares; 2025Q4: 536,086 shares 536,086 $76.9M 0.21% +32,447 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,055 shares; 2024Q4: 199,544 shares; 2025Q1: 199,363 shares; 2025Q2: 198,408 shares; 2025Q3: 195,652 shares; 2025Q4: 198,671 shares 198,671 $76.9M 0.21% +3,019 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,022 shares; 2024Q4: 196,895 shares; 2025Q1: 229,954 shares; 2025Q2: 233,648 shares; 2025Q3: 232,003 shares; 2025Q4: 230,401 shares 230,401 $74.6M 0.2% -1,602 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,322 shares; 2024Q4: 532,581 shares; 2025Q1: 541,044 shares; 2025Q2: 582,098 shares; 2025Q3: 616,622 shares; 2025Q4: 759,873 shares 759,873 $73.8M 0.2% +143,251 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,739 shares; 2024Q4: 320,775 shares; 2025Q1: 321,867 shares; 2025Q2: 313,010 shares; 2025Q3: 317,785 shares; 2025Q4: 305,519 shares 305,519 $73.7M 0.2% -12,266 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552,977 shares; 2024Q4: 1,430,811 shares; 2025Q1: 863,837 shares; 2025Q2: 752,699 shares; 2025Q3: 715,405 shares; 2025Q4: 717,463 shares 717,463 $71.7M 0.19% +2,058 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343,826 shares; 2024Q4: 1,287,827 shares; 2025Q1: 1,219,915 shares; 2025Q2: 1,093,892 shares; 2025Q3: 913,850 shares; 2025Q4: 846,822 shares 846,822 $71.3M 0.19% -67,028 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,623 shares; 2025Q1: 65,808 shares; 2025Q2: 69,482 shares; 2025Q3: 70,010 shares; 2025Q4: 66,600 shares 66,600 $71.3M 0.19% -3,410 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,573 shares; 2024Q4: 315,397 shares; 2025Q1: 273,700 shares; 2025Q2: 274,436 shares; 2025Q3: 300,707 shares; 2025Q4: 419,694 shares 419,694 $70.5M 0.19% +118,987 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,849 shares; 2024Q4: 354,652 shares; 2025Q1: 351,612 shares; 2025Q2: 360,823 shares; 2025Q3: 367,319 shares; 2025Q4: 376,802 shares 376,802 $69.1M 0.19% +9,483 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,217 shares; 2024Q4: 115,391 shares; 2025Q1: 114,279 shares; 2025Q2: 113,544 shares; 2025Q3: 115,616 shares; 2025Q4: 116,252 shares 116,252 $66.6M 0.18% +636 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,184 shares; 2024Q4: 774,059 shares; 2025Q1: 733,881 shares; 2025Q2: 748,571 shares; 2025Q3: 882,301 shares; 2025Q4: 841,568 shares 841,568 $66.4M 0.18% -40,733 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,098 shares; 2024Q4: 417,448 shares; 2025Q1: 392,916 shares; 2025Q2: 378,710 shares; 2025Q3: 355,575 shares; 2025Q4: 313,041 shares 313,041 $65.2M 0.17% -42,534 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,544 shares; 2024Q4: 772,846 shares; 2025Q1: 765,725 shares; 2025Q2: 806,310 shares; 2025Q3: 815,801 shares; 2025Q4: 818,903 shares 818,903 $63.1M 0.17% +3,102 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,436 shares; 2024Q4: 403,918 shares; 2025Q1: 372,638 shares; 2025Q2: 352,345 shares; 2025Q3: 312,237 shares; 2025Q4: 294,951 shares 294,951 $63M 0.17% -17,286 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,825 shares; 2024Q4: 263,297 shares; 2025Q1: 258,819 shares; 2025Q2: 254,106 shares; 2025Q3: 250,402 shares; 2025Q4: 244,279 shares 244,279 $62.8M 0.17% -6,123 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,519 shares; 2024Q4: 189,437 shares; 2025Q1: 190,797 shares; 2025Q2: 193,128 shares; 2025Q3: 228,086 shares; 2025Q4: 203,336 shares 203,336 $62.6M 0.17% -24,750 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,005 shares; 2024Q4: 123,409 shares; 2025Q1: 124,090 shares; 2025Q2: 135,982 shares; 2025Q3: 145,580 shares; 2025Q4: 131,689 shares 131,689 $61.3M 0.16% -13,891 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646,008 shares; 2024Q4: 1,592,451 shares; 2025Q1: 1,631,067 shares; 2025Q2: 1,612,099 shares; 2025Q3: 1,616,065 shares; 2025Q4: 1,658,477 shares 1,658,477 $58.9M 0.16% +42,412 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229,510 shares; 2024Q4: 1,200,291 shares; 2025Q1: 1,192,971 shares; 2025Q2: 1,097,720 shares; 2025Q3: 1,054,612 shares; 2025Q4: 1,050,709 shares 1,050,709 $57.8M 0.16% -3,903 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,096 shares; 2024Q4: 91,447 shares; 2025Q1: 87,584 shares; 2025Q2: 94,517 shares; 2025Q3: 98,908 shares; 2025Q4: 101,737 shares 101,737 $57.8M 0.16% +2,829 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,796 shares; 2024Q4: 54,474 shares; 2025Q1: 54,460 shares; 2025Q2: 56,282 shares; 2025Q3: 57,404 shares; 2025Q4: 53,886 shares 53,886 $54.4M 0.15% -3,518 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,305 shares; 2024Q4: 178,596 shares; 2025Q1: 166,618 shares; 2025Q2: 166,893 shares; 2025Q3: 162,239 shares; 2025Q4: 164,196 shares 164,196 $53.7M 0.14% +1,957 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,808 shares; 2024Q4: 290,299 shares; 2025Q1: 286,474 shares; 2025Q2: 286,043 shares; 2025Q3: 257,661 shares; 2025Q4: 269,361 shares 269,361 $52.5M 0.14% +11,700 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,937 shares; 2024Q4: 32,213 shares; 2025Q1: 38,692 shares; 2025Q2: 119,859 shares; 2025Q3: 166,540 shares; 2025Q4: 231,887 shares 231,887 $52.4M 0.14% +65,347 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,769 shares; 2024Q4: 349,272 shares; 2025Q1: 350,554 shares; 2025Q2: 367,543 shares; 2025Q3: 578,324 shares; 2025Q4: 753,309 shares 753,309 $52.3M 0.14% +174,985 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,364 shares; 2024Q4: 214,045 shares; 2025Q1: 220,143 shares; 2025Q2: 233,392 shares; 2025Q3: 237,715 shares; 2025Q4: 248,735 shares 248,735 $52.3M 0.14% +11,020 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,337 shares; 2024Q4: 383,808 shares; 2025Q1: 375,948 shares; 2025Q2: 377,644 shares; 2025Q3: 370,949 shares; 2025Q4: 381,205 shares 381,205 $50.6M 0.14% +10,256 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,280 shares; 2024Q4: 369,806 shares; 2025Q1: 367,156 shares; 2025Q2: 370,646 shares; 2025Q3: 370,944 shares; 2025Q4: 327,676 shares 327,676 $50.3M 0.14% -43,268 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,058 shares; 2024Q4: 1,243,511 shares; 2025Q1: 1,270,497 shares; 2025Q2: 1,265,220 shares; 2025Q3: 1,280,526 shares; 2025Q4: 1,307,551 shares 1,307,551 $50.1M 0.13% +27,025 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 65 shares; 2025Q4: 66 shares 66 $49.8M 0.13% +1 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,155 shares; 2024Q4: 753,156 shares; 2025Q1: 793,097 shares; 2025Q2: 794,108 shares; 2025Q3: 786,781 shares; 2025Q4: 1,322,946 shares 1,322,946 $46.9M 0.13% +536,165 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,277 shares; 2024Q4: 981,294 shares; 2025Q1: 1,016,801 shares; 2025Q2: 1,008,963 shares; 2025Q3: 972,148 shares; 2025Q4: 921,644 shares 921,644 $46.4M 0.12% -50,504 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 3,898 shares; 2025Q1: 4,280 shares; 2025Q2: 3,846 shares; 2025Q3: 219,537 shares; 2025Q4: 304,186 shares 304,186 $45.7M 0.12% +84,649 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,479 shares; 2024Q4: 69,120 shares; 2025Q1: 75,681 shares; 2025Q2: 78,366 shares; 2025Q3: 77,101 shares; 2025Q4: 75,368 shares 75,368 $45.5M 0.12% -1,733 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,470 shares; 2024Q4: 413,430 shares; 2025Q1: 398,255 shares; 2025Q2: 386,347 shares; 2025Q3: 377,364 shares; 2025Q4: 368,930 shares 368,930 $45.3M 0.12% -8,434 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,518 shares; 2024Q4: 251,255 shares; 2025Q1: 241,997 shares; 2025Q2: 236,284 shares; 2025Q3: 223,843 shares; 2025Q4: 187,917 shares 187,917 $45.3M 0.12% -35,926 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,777 shares; 2024Q4: 203,478 shares; 2025Q1: 192,030 shares; 2025Q2: 184,237 shares; 2025Q3: 178,567 shares; 2025Q4: 115,268 shares 115,268 $44.2M 0.12% -63,299 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,525 shares; 2024Q4: 254,372 shares; 2025Q1: 267,109 shares; 2025Q2: 233,670 shares; 2025Q3: 208,862 shares; 2025Q4: 202,018 shares 202,018 $43.3M 0.12% -6,844 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,818 shares; 2024Q4: 674,080 shares; 2025Q1: 1,373,121 shares; 2025Q2: 679,166 shares; 2025Q3: 650,995 shares; 2025Q4: 652,965 shares 652,965 $43.1M 0.12% +1,970 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,276 shares; 2024Q4: 545,388 shares; 2025Q1: 602,707 shares; 2025Q2: 605,579 shares; 2025Q3: 457,609 shares; 2025Q4: 495,078 shares 495,078 $42.1M 0.11% +37,469 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,017 shares; 2024Q4: 513,449 shares; 2025Q1: 479,565 shares; 2025Q2: 225,968 shares; 2025Q3: 242,150 shares; 2025Q4: 305,649 shares 305,649 $41.7M 0.11% +63,499 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,640 shares; 2024Q4: 324,269 shares; 2025Q1: 322,023 shares; 2025Q2: 285,111 shares; 2025Q3: 278,501 shares; 2025Q4: 344,144 shares 344,144 $41.4M 0.11% +65,643 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,878 shares; 2024Q4: 498,669 shares; 2025Q1: 489,554 shares; 2025Q2: 429,619 shares; 2025Q3: 417,811 shares; 2025Q4: 356,651 shares 356,651 $40.6M 0.11% -61,160 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,551 shares; 2024Q4: 143,384 shares; 2025Q1: 144,625 shares; 2025Q2: 143,405 shares; 2025Q3: 146,632 shares; 2025Q4: 147,840 shares 147,840 $40.4M 0.11% +1,208 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,279 shares; 2024Q4: 686,127 shares; 2025Q1: 691,922 shares; 2025Q2: 681,911 shares; 2025Q3: 676,940 shares; 2025Q4: 691,040 shares 691,040 $40M 0.11% +14,100 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,910 shares; 2024Q4: 193,574 shares; 2025Q1: 191,409 shares; 2025Q2: 184,704 shares; 2025Q3: 277,560 shares; 2025Q4: 248,397 shares 248,397 $39.8M 0.11% -29,163 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,461 shares; 2024Q4: 4,899 shares; 2025Q1: 20,625 shares; 2025Q2: 201,229 shares; 2025Q3: 202,134 shares; 2025Q4: 197,860 shares 197,860 $39M 0.1% -4,274 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,024 shares; 2024Q4: 31,210 shares; 2025Q1: 30,958 shares; 2025Q2: 31,539 shares; 2025Q3: 31,270 shares; 2025Q4: 31,854 shares 31,854 $38.7M 0.1% +584 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110,702 shares; 2024Q4: 2,074,202 shares; 2025Q1: 1,990,011 shares; 2025Q2: 2,107,519 shares; 2025Q3: 1,935,022 shares; 2025Q4: 568,584 shares 568,584 $38.2M 0.1% -1,366,438 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,851 shares; 2024Q4: 107,123 shares; 2025Q1: 115,276 shares; 2025Q2: 124,683 shares; 2025Q3: 125,204 shares; 2025Q4: 128,784 shares 128,784 $37.4M 0.1% +3,580 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,063 shares; 2024Q4: 183,285 shares; 2025Q1: 177,279 shares; 2025Q2: 163,555 shares; 2025Q3: 143,373 shares; 2025Q4: 131,434 shares 131,434 $37.4M 0.1% -11,939 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,678 shares; 2024Q4: 847,820 shares; 2025Q1: 832,249 shares; 2025Q2: 1,105,472 shares; 2025Q3: 1,095,749 shares; 2025Q4: 1,153,901 shares 1,153,901 $37M 0.1% +58,152 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,739 shares; 2024Q4: 91,596 shares; 2025Q1: 94,011 shares; 2025Q2: 97,202 shares; 2025Q3: 96,048 shares; 2025Q4: 121,329 shares 121,329 $36.9M 0.1% +25,281 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,154 shares; 2024Q4: 222,745 shares; 2025Q1: 217,804 shares; 2025Q2: 212,306 shares; 2025Q3: 186,991 shares; 2025Q4: 479,957 shares 479,957 $36M 0.1% +292,966 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,164 shares; 2024Q4: 499,760 shares; 2025Q1: 582,907 shares; 2025Q2: 549,194 shares; 2025Q3: 554,152 shares; 2025Q4: 639,864 shares 639,864 $35M 0.09% +85,712 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,174 shares; 2024Q4: 71,429 shares; 2025Q1: 69,395 shares; 2025Q2: 156,685 shares; 2025Q3: 172,996 shares; 2025Q4: 196,704 shares 196,704 $35M 0.09% +23,708 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462,323 shares; 2024Q4: 2,270,019 shares; 2025Q1: 2,290,198 shares; 2025Q2: 1,858,052 shares; 2025Q3: 1,421,013 shares; 2025Q4: 1,382,669 shares 1,382,669 $34.4M 0.09% -38,344 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,754 shares; 2024Q4: 369,909 shares; 2025Q1: 338,077 shares; 2025Q2: 242,940 shares; 2025Q3: 132,138 shares; 2025Q4: 102,862 shares 102,862 $34M 0.09% -29,276 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 36,331 shares; 2025Q1: 35,844 shares; 2025Q2: 37,135 shares; 2025Q3: 39,345 shares; 2025Q4: 80,301 shares 80,301 $33.9M 0.09% +40,956 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,489 shares; 2024Q4: 573,869 shares; 2025Q1: 616,833 shares; 2025Q2: 594,805 shares; 2025Q3: 603,826 shares; 2025Q4: 629,358 shares 629,358 $33.8M 0.09% +25,532 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,820 shares; 2024Q4: 224,073 shares; 2025Q1: 200,655 shares; 2025Q2: 194,540 shares; 2025Q3: 199,568 shares; 2025Q4: 235,993 shares 235,993 $33.6M 0.09% +36,425 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,602 shares; 2024Q4: 303,607 shares; 2025Q1: 309,992 shares; 2025Q2: 291,351 shares; 2025Q3: 365,351 shares; 2025Q4: 407,453 shares 407,453 $33.1M 0.09% +42,102 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,698 shares; 2024Q4: 634,747 shares; 2025Q1: 850,373 shares; 2025Q2: 766,577 shares; 2025Q3: 744,557 shares; 2025Q4: 755,492 shares 755,492 $32.8M 0.09% +10,935 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,550 shares; 2024Q4: 409,136 shares; 2025Q1: 400,713 shares; 2025Q2: 412,467 shares; 2025Q3: 408,630 shares; 2025Q4: 407,801 shares 407,801 $32.7M 0.09% -829 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,323 shares; 2024Q4: 23,137 shares; 2025Q1: 80,383 shares; 2025Q2: 134,114 shares; 2025Q3: 132,796 shares; 2025Q4: 129,842 shares 129,842 $31.5M 0.08% -2,954 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,109 shares; 2024Q4: 126,157 shares; 2025Q1: 153,446 shares; 2025Q2: 148,858 shares; 2025Q3: 152,260 shares; 2025Q4: 156,826 shares 156,826 $31.4M 0.08% +4,566 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,460 shares; 2024Q4: 42,186 shares; 2025Q1: 40,906 shares; 2025Q2: 39,584 shares; 2025Q3: 118,194 shares; 2025Q4: 122,552 shares 122,552 $30.9M 0.08% +4,358 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,390 shares; 2024Q4: 78,487 shares; 2025Q1: 74,071 shares; 2025Q2: 98,115 shares; 2025Q3: 104,625 shares; 2025Q4: 213,897 shares 213,897 $30.8M 0.08% +109,272 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,711 shares; 2024Q4: 251,940 shares; 2025Q1: 243,652 shares; 2025Q2: 203,490 shares; 2025Q3: 204,664 shares; 2025Q4: 175,045 shares 175,045 $30.4M 0.08% -29,619 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,783 shares; 2024Q4: 1,417,933 shares; 2025Q1: 1,507,157 shares; 2025Q2: 1,483,361 shares; 2025Q3: 1,208,861 shares; 2025Q4: 1,093,230 shares 1,093,230 $30M 0.08% -115,631 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,855 shares; 2024Q4: 356,650 shares; 2025Q1: 350,090 shares; 2025Q2: 350,501 shares; 2025Q3: 638,473 shares; 2025Q4: 634,206 shares 634,206 $29.4M 0.08% -4,267 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,015 shares; 2024Q4: 22,688 shares; 2025Q1: 22,456 shares; 2025Q2: 26,439 shares; 2025Q3: 32,583 shares; 2025Q4: 33,468 shares 33,468 $29.4M 0.08% +885 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,602 shares; 2024Q4: 526,292 shares; 2025Q1: 420,226 shares; 2025Q2: 390,133 shares; 2025Q3: 372,353 shares; 2025Q4: 344,800 shares 344,800 $29.4M 0.08% -27,553 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363,765 shares; 2025Q4: 654,845 shares 654,845 $29.1M 0.08% +291,080 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,394 shares; 2024Q4: 286,760 shares; 2025Q1: 296,459 shares; 2025Q2: 340,436 shares; 2025Q3: 373,532 shares; 2025Q4: 430,861 shares 430,861 $28.9M 0.08% +57,329 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,813 shares; 2024Q4: 81,284 shares; 2025Q1: 77,302 shares; 2025Q2: 76,252 shares; 2025Q3: 76,613 shares; 2025Q4: 76,144 shares 76,144 $28.4M 0.08% -469 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,380 shares; 2024Q4: 315,654 shares; 2025Q1: 296,149 shares; 2025Q2: 302,873 shares; 2025Q3: 324,965 shares; 2025Q4: 326,631 shares 326,631 $28M 0.08% +1,666 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,364 shares; 2024Q4: 157,512 shares; 2025Q1: 157,099 shares; 2025Q2: 153,663 shares; 2025Q3: 152,618 shares; 2025Q4: 156,713 shares 156,713 $27.8M 0.07% +4,095 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,173 shares; 2024Q4: 797,693 shares; 2025Q1: 849,834 shares; 2025Q2: 1,069,463 shares; 2025Q3: 1,144,811 shares; 2025Q4: 838,128 shares 838,128 $27.7M 0.07% -306,683 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,071 shares; 2024Q4: 281,201 shares; 2025Q1: 282,725 shares; 2025Q2: 263,735 shares; 2025Q3: 271,795 shares; 2025Q4: 295,538 shares 295,538 $27.5M 0.07% +23,743 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350,708 shares; 2024Q4: 2,261,677 shares; 2025Q1: 2,272,707 shares; 2025Q2: 2,279,647 shares; 2025Q3: 2,228,609 shares; 2025Q4: 1,781,442 shares 1,781,442 $27.4M 0.07% -447,167 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 30,196 shares; 2025Q1: 152,021 shares; 2025Q2: 173,525 shares; 2025Q3: 267,978 shares; 2025Q4: 279,121 shares 279,121 $27.3M 0.07% +11,143 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,369 shares; 2024Q4: 262,513 shares; 2025Q1: 303,417 shares; 2025Q2: 286,220 shares; 2025Q3: 275,142 shares; 2025Q4: 309,855 shares 309,855 $27.1M 0.07% +34,713 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,834 shares; 2024Q4: 440,091 shares; 2025Q1: 471,068 shares; 2025Q2: 482,130 shares; 2025Q3: 521,015 shares; 2025Q4: 620,736 shares 620,736 $27.1M 0.07% +99,721 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,870 shares; 2024Q4: 413,495 shares; 2025Q1: 374,120 shares; 2025Q2: 379,716 shares; 2025Q3: 370,048 shares; 2025Q4: 296,506 shares 296,506 $26.7M 0.07% -73,542 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,613 shares; 2024Q4: 82,888 shares; 2025Q1: 82,307 shares; 2025Q2: 82,592 shares; 2025Q3: 84,107 shares; 2025Q4: 83,608 shares 83,608 $26.6M 0.07% -499 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,917 shares; 2024Q4: 103,125 shares; 2025Q1: 104,256 shares; 2025Q2: 110,304 shares; 2025Q3: 113,181 shares; 2025Q4: 107,700 shares 107,700 $26.6M 0.07% -5,481 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,535 shares; 2024Q4: 170,597 shares; 2025Q1: 182,821 shares; 2025Q2: 201,721 shares; 2025Q3: 217,372 shares; 2025Q4: 203,074 shares 203,074 $26.2M 0.07% -14,298 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,423 shares; 2024Q4: 352,539 shares; 2025Q1: 326,199 shares; 2025Q2: 323,984 shares; 2025Q3: 326,374 shares; 2025Q4: 332,153 shares 332,153 $26.2M 0.07% +5,779 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 1,292 shares; 2025Q1: 1,352 shares; 2025Q2: 8,756 shares; 2025Q3: 39,453 shares; 2025Q4: 44,945 shares 44,945 $26.1M 0.07% +5,492 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 15,079 shares; 2025Q1: 121,352 shares; 2025Q2: 26,748 shares; 2025Q3: 185,371 shares; 2025Q4: 401,524 shares 401,524 $25.9M 0.07% +216,153 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,075 shares; 2024Q4: 43,183 shares; 2025Q1: 43,663 shares; 2025Q2: 44,982 shares; 2025Q3: 48,090 shares; 2025Q4: 50,080 shares 50,080 $25.6M 0.07% +1,990 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,445 shares; 2024Q4: 646,163 shares; 2025Q1: 620,324 shares; 2025Q2: 625,288 shares; 2025Q3: 656,725 shares; 2025Q4: 619,857 shares 619,857 $25.2M 0.07% -36,868 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,710 shares; 2024Q4: 37,835 shares; 2025Q1: 39,207 shares; 2025Q2: 33,450 shares; 2025Q3: 33,177 shares; 2025Q4: 33,335 shares 33,335 $25.1M 0.07% +158 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,314 shares; 2024Q4: 504,193 shares; 2025Q1: 521,816 shares; 2025Q2: 531,817 shares; 2025Q3: 527,101 shares; 2025Q4: 530,590 shares 530,590 $24.9M 0.07% +3,489 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 74,158 shares; 2025Q1: 40,854 shares; 2025Q2: 43,259 shares; 2025Q3: 77,787 shares; 2025Q4: 153,665 shares 153,665 $24.9M 0.07% +75,878 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,145 shares; 2024Q4: 127,059 shares; 2025Q1: 129,942 shares; 2025Q2: 135,003 shares; 2025Q3: 137,951 shares; 2025Q4: 140,164 shares 140,164 $24.9M 0.07% +2,213 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,015 shares; 2024Q4: 70,277 shares; 2025Q1: 72,208 shares; 2025Q2: 72,535 shares; 2025Q3: 77,381 shares; 2025Q4: 117,770 shares 117,770 $24.6M 0.07% +40,389 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,443 shares; 2024Q4: 289,866 shares; 2025Q1: 285,528 shares; 2025Q2: 303,609 shares; 2025Q3: 341,742 shares; 2025Q4: 365,789 shares 365,789 $24.6M 0.07% +24,047 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304,959 shares; 2025Q3: 320,989 shares; 2025Q4: 320,683 shares 320,683 $23.9M 0.06% -306 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,313 shares; 2024Q4: 13,828 shares; 2025Q1: 13,319 shares; 2025Q2: 12,492 shares; 2025Q3: 14,057 shares; 2025Q4: 28,872 shares 28,872 $23.7M 0.06% +14,815 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,468 shares; 2024Q4: 148,558 shares; 2025Q1: 157,103 shares; 2025Q2: 138,387 shares; 2025Q3: 147,170 shares; 2025Q4: 165,015 shares 165,015 $23.3M 0.06% +17,845 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325,940 shares; 2024Q4: 2,403,659 shares; 2025Q1: 2,446,596 shares; 2025Q2: 2,311,580 shares; 2025Q3: 1,496,244 shares; 2025Q4: 628,330 shares 628,330 $23.2M 0.06% -867,914 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,922 shares; 2024Q4: 42,662 shares; 2025Q1: 41,087 shares; 2025Q2: 39,874 shares; 2025Q3: 75,557 shares; 2025Q4: 71,592 shares 71,592 $23.2M 0.06% -3,965 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,256 shares; 2024Q4: 147,155 shares; 2025Q1: 150,468 shares; 2025Q2: 150,716 shares; 2025Q3: 153,612 shares; 2025Q4: 161,299 shares 161,299 $23.1M 0.06% +7,687 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,170 shares; 2024Q4: 195,170 shares; 2025Q1: 195,170 shares; 2025Q2: 195,170 shares; 2025Q3: 195,170 shares; 2025Q4: 195,182 shares 195,182 $23.1M 0.06% +12 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,034 shares; 2024Q4: 92,499 shares; 2025Q1: 98,349 shares; 2025Q2: 116,969 shares; 2025Q3: 113,753 shares; 2025Q4: 88,738 shares 88,738 $23M 0.06% -25,015 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,884 shares; 2024Q4: 42,896 shares; 2025Q1: 49,439 shares; 2025Q2: 53,167 shares; 2025Q3: 61,600 shares; 2025Q4: 64,703 shares 64,703 $22.9M 0.06% +3,103 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,298 shares; 2024Q4: 212,018 shares; 2025Q1: 213,652 shares; 2025Q2: 217,519 shares; 2025Q3: 216,106 shares; 2025Q4: 213,539 shares 213,539 $22.7M 0.06% -2,567 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,382 shares; 2024Q4: 90,464 shares; 2025Q1: 92,651 shares; 2025Q2: 145,399 shares; 2025Q3: 147,071 shares; 2025Q4: 143,062 shares 143,062 $22.3M 0.06% -4,009 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 15,707 shares; 2025Q1: 73,863 shares; 2025Q2: 52,624 shares; 2025Q3: 354,523 shares; 2025Q4: 258,976 shares 258,976 $22.2M 0.06% -95,547 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,358 shares; 2024Q4: 219,998 shares; 2025Q1: 222,741 shares; 2025Q2: 228,706 shares; 2025Q3: 219,489 shares; 2025Q4: 216,715 shares 216,715 $22.2M 0.06% -2,774 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 914 shares; 2025Q1: 2,079 shares; 2025Q2: 2,310 shares; 2025Q3: 2,383 shares; 2025Q4: 26,340 shares 26,340 $22.2M 0.06% +23,957 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,773 shares 90,773 $21.6M 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,688 shares; 2024Q4: 152,143 shares; 2025Q1: 161,190 shares; 2025Q2: 165,591 shares; 2025Q3: 168,649 shares; 2025Q4: 184,662 shares 184,662 $21.5M 0.06% +16,013 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,742 shares; 2024Q4: 88,855 shares; 2025Q1: 87,043 shares; 2025Q2: 87,140 shares; 2025Q3: 86,550 shares; 2025Q4: 86,891 shares 86,891 $21.1M 0.06% +341 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,824 shares; 2024Q4: 121,148 shares; 2025Q1: 122,830 shares; 2025Q2: 120,793 shares; 2025Q3: 114,122 shares; 2025Q4: 133,987 shares 133,987 $20.7M 0.06% +19,865 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,754 shares; 2024Q4: 83,064 shares; 2025Q1: 84,791 shares; 2025Q2: 84,109 shares; 2025Q3: 84,265 shares; 2025Q4: 79,410 shares 79,410 $20.4M 0.05% -4,855 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,143 shares; 2024Q4: 187,831 shares; 2025Q1: 187,712 shares; 2025Q2: 188,998 shares; 2025Q3: 211,068 shares; 2025Q4: 213,412 shares 213,412 $20.3M 0.05% +2,344 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,366 shares; 2025Q3: 174,938 shares; 2025Q4: 176,989 shares 176,989 $20M 0.05% +2,051 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,213 shares; 2024Q4: 94,093 shares; 2025Q1: 95,262 shares; 2025Q2: 95,794 shares; 2025Q3: 96,523 shares; 2025Q4: 122,935 shares 122,935 $19.9M 0.05% +26,412 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,584 shares; 2024Q4: 75,405 shares; 2025Q1: 73,828 shares; 2025Q2: 73,643 shares; 2025Q3: 74,195 shares; 2025Q4: 69,601 shares 69,601 $19.9M 0.05% -4,594 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 26,901 shares; 2025Q1: 49,000 shares; 2025Q2: 84,348 shares; 2025Q3: 87,139 shares; 2025Q4: 82,012 shares 82,012 $19.8M 0.05% -5,127 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,944 shares; 2024Q4: 334,522 shares; 2025Q1: 330,538 shares; 2025Q2: 314,130 shares; 2025Q3: 318,410 shares; 2025Q4: 238,285 shares 238,285 $19.8M 0.05% -80,125 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,447 shares; 2024Q4: 227,915 shares; 2025Q1: 217,754 shares; 2025Q2: 210,412 shares; 2025Q3: 210,103 shares; 2025Q4: 211,184 shares 211,184 $19.4M 0.05% +1,081 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,119 shares; 2024Q4: 34,680 shares; 2025Q1: 33,709 shares; 2025Q2: 33,524 shares; 2025Q3: 37,278 shares; 2025Q4: 43,578 shares 43,578 $19.4M 0.05% +6,300 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,724 shares; 2024Q4: 734,969 shares; 2025Q1: 681,775 shares; 2025Q2: 459,185 shares; 2025Q3: 405,640 shares; 2025Q4: 358,924 shares 358,924 $19.4M 0.05% -46,716 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,675 shares; 2024Q4: 295,333 shares; 2025Q1: 284,196 shares; 2025Q2: 286,420 shares; 2025Q3: 278,356 shares; 2025Q4: 356,608 shares 356,608 $19.2M 0.05% +78,252 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,398 shares; 2024Q4: 325,958 shares; 2025Q1: 343,241 shares; 2025Q2: 352,415 shares; 2025Q3: 345,601 shares; 2025Q4: 217,667 shares 217,667 $19.1M 0.05% -127,934 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,331 shares; 2024Q4: 88,998 shares; 2025Q1: 93,217 shares; 2025Q2: 89,987 shares; 2025Q3: 88,455 shares; 2025Q4: 130,030 shares 130,030 $19.1M 0.05% +41,575 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,239 shares; 2024Q4: 76,230 shares; 2025Q1: 72,207 shares; 2025Q2: 56,984 shares; 2025Q3: 52,854 shares; 2025Q4: 68,088 shares 68,088 $19M 0.05% +15,234 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,140 shares; 2024Q4: 162,600 shares; 2025Q1: 181,958 shares; 2025Q2: 222,150 shares; 2025Q3: 240,995 shares; 2025Q4: 250,837 shares 250,837 $18.8M 0.05% +9,842 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,331 shares; 2024Q4: 141,291 shares; 2025Q1: 139,089 shares; 2025Q2: 141,569 shares; 2025Q3: 138,556 shares; 2025Q4: 137,715 shares 137,715 $18.8M 0.05% -841 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,054 shares; 2024Q4: 477,936 shares; 2025Q1: 460,579 shares; 2025Q2: 358,968 shares; 2025Q3: 444,382 shares; 2025Q4: 431,873 shares 431,873 $18.7M 0.05% -12,509 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,068 shares; 2024Q4: 15,068 shares; 2025Q1: 351,083 shares; 2025Q2: 351,885 shares; 2025Q3: 343,136 shares; 2025Q4: 397,178 shares 397,178 $18.7M 0.05% +54,042 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,896 shares; 2024Q4: 144,242 shares; 2025Q1: 146,033 shares; 2025Q2: 141,169 shares; 2025Q3: 142,120 shares; 2025Q4: 149,238 shares 149,238 $18.4M 0.05% +7,118 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,278 shares; 2024Q4: 43,291 shares; 2025Q1: 43,422 shares; 2025Q2: 56,314 shares; 2025Q3: 48,606 shares; 2025Q4: 65,824 shares 65,824 $18.4M 0.05% +17,218 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,457 shares; 2024Q4: 135,871 shares; 2025Q1: 89,885 shares; 2025Q2: 50,947 shares; 2025Q3: 420,398 shares; 2025Q4: 499,650 shares 499,650 $18.3M 0.05% +79,252 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 40,157 shares; 2025Q1: 52,621 shares; 2025Q2: 91,209 shares; 2025Q3: 97,918 shares; 2025Q4: 103,375 shares 103,375 $17.9M 0.05% +5,457 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,545 shares; 2024Q4: 48,256 shares; 2025Q1: 52,322 shares; 2025Q2: 50,881 shares; 2025Q3: 38,411 shares; 2025Q4: 37,261 shares 37,261 $17.9M 0.05% -1,150 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,697 shares; 2024Q4: 268,256 shares; 2025Q1: 255,777 shares; 2025Q2: 265,858 shares; 2025Q3: 324,565 shares; 2025Q4: 298,189 shares 298,189 $17.7M 0.05% -26,376 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,285 shares; 2024Q4: 188,822 shares; 2025Q1: 214,801 shares; 2025Q2: 256,014 shares; 2025Q3: 286,116 shares; 2025Q4: 398,534 shares 398,534 $17.7M 0.05% +112,418 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,680 shares; 2024Q4: 56,577 shares; 2025Q1: 54,100 shares; 2025Q2: 42,293 shares; 2025Q3: 35,547 shares; 2025Q4: 35,622 shares 35,622 $17.2M 0.05% +75 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,379 shares; 2024Q4: 72,895 shares; 2025Q1: 77,105 shares; 2025Q2: 77,454 shares; 2025Q3: 77,138 shares; 2025Q4: 83,935 shares 83,935 $17.2M 0.05% +6,797 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,703 shares; 2024Q4: 142,735 shares; 2025Q1: 138,791 shares; 2025Q2: 126,839 shares; 2025Q3: 125,291 shares; 2025Q4: 127,421 shares 127,421 $17.2M 0.05% +2,130 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,210 shares; 2024Q4: 103,866 shares; 2025Q1: 82,585 shares; 2025Q2: 71,736 shares; 2025Q3: 63,999 shares; 2025Q4: 62,316 shares 62,316 $17.1M 0.05% -1,683 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 25,230 shares; 2025Q1: 61,726 shares; 2025Q2: 335,698 shares; 2025Q3: 623,786 shares; 2025Q4: 651,867 shares 651,867 $17.1M 0.05% +28,081 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,429 shares; 2024Q4: 269,607 shares; 2025Q1: 253,569 shares; 2025Q2: 245,668 shares; 2025Q3: 242,445 shares; 2025Q4: 215,951 shares 215,951 $17.1M 0.05% -26,494 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 25,423 shares; 2025Q1: 72,367 shares; 2025Q2: 94,848 shares; 2025Q3: 82,525 shares; 2025Q4: 315,366 shares 315,366 $16.9M 0.05% +232,841 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,558 shares; 2024Q4: 59,374 shares; 2025Q1: 58,001 shares; 2025Q2: 80,725 shares; 2025Q3: 84,368 shares; 2025Q4: 77,258 shares 77,258 $16.8M 0.04% -7,110 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,391 shares; 2024Q4: 671,287 shares; 2025Q1: 281,466 shares; 2025Q2: 232,085 shares; 2025Q3: 225,230 shares; 2025Q4: 262,559 shares 262,559 $16.7M 0.04% +37,329 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,295 shares; 2024Q4: 10,294 shares; 2025Q1: 10,083 shares; 2025Q2: 10,488 shares; 2025Q3: 7,645 shares; 2025Q4: 7,707 shares 7,707 $16.6M 0.04% +62 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,954 shares; 2024Q4: 180,564 shares; 2025Q1: 74,995 shares; 2025Q2: 68,487 shares; 2025Q3: 57,443 shares; 2025Q4: 135,889 shares 135,889 $16.5M 0.04% +78,446 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,634 shares; 2024Q4: 161,470 shares; 2025Q1: 153,378 shares; 2025Q2: 161,864 shares; 2025Q3: 155,435 shares; 2025Q4: 147,270 shares 147,270 $16.5M 0.04% -8,165 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,975 shares; 2024Q4: 448,434 shares; 2025Q1: 437,911 shares; 2025Q2: 259,358 shares; 2025Q3: 132,427 shares; 2025Q4: 138,418 shares 138,418 $16.5M 0.04% +5,991 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,569 shares; 2024Q4: 125,277 shares; 2025Q1: 125,277 shares; 2025Q2: 36,098 shares; 2025Q3: 35,708 shares; 2025Q4: 371,926 shares 371,926 $16.3M 0.04% +336,218 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,023 shares; 2024Q4: 524,553 shares; 2025Q1: 516,393 shares; 2025Q2: 519,173 shares; 2025Q3: 510,456 shares; 2025Q4: 593,771 shares 593,771 $16.3M 0.04% +83,315 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,016 shares; 2024Q4: 76,841 shares; 2025Q1: 76,412 shares; 2025Q2: 75,088 shares; 2025Q3: 74,917 shares; 2025Q4: 83,546 shares 83,546 $16.3M 0.04% +8,629 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,992 shares; 2024Q4: 24,715 shares; 2025Q1: 23,566 shares; 2025Q2: 23,196 shares; 2025Q3: 22,228 shares; 2025Q4: 21,186 shares 21,186 $16.2M 0.04% -1,042 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 41,203 shares; 2025Q1: 44,791 shares; 2025Q2: 36,168 shares; 2025Q3: 38,534 shares; 2025Q4: 38,313 shares 38,313 $16.2M 0.04% -221 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,839 shares; 2025Q1: 63,993 shares; 2025Q2: 80,634 shares; 2025Q3: 113,116 shares; 2025Q4: 121,069 shares 121,069 $16.2M 0.04% +7,953 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,189 shares; 2024Q4: 708,190 shares; 2025Q1: 517,449 shares; 2025Q2: 409,738 shares; 2025Q3: 276,725 shares; 2025Q4: 68,988 shares 68,988 $15.8M 0.04% -207,737 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,529 shares; 2024Q4: 59,452 shares; 2025Q1: 59,415 shares; 2025Q2: 58,809 shares; 2025Q3: 59,600 shares; 2025Q4: 60,762 shares 60,762 $15.7M 0.04% +1,162 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,071 shares; 2024Q4: 58,166 shares; 2025Q1: 51,108 shares; 2025Q2: 51,878 shares; 2025Q3: 48,740 shares; 2025Q4: 49,733 shares 49,733 $15.5M 0.04% +993 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,045 shares; 2024Q4: 58,738 shares; 2025Q1: 60,571 shares; 2025Q2: 59,849 shares; 2025Q3: 61,234 shares; 2025Q4: 60,820 shares 60,820 $15.3M 0.04% -414 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,066 shares; 2024Q4: 47,219 shares; 2025Q1: 48,787 shares; 2025Q2: 45,181 shares; 2025Q3: 39,860 shares; 2025Q4: 37,938 shares 37,938 $15.3M 0.04% -1,922 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,249 shares; 2024Q4: 109,434 shares; 2025Q1: 106,248 shares; 2025Q2: 101,966 shares; 2025Q3: 100,379 shares; 2025Q4: 98,913 shares 98,913 $15.1M 0.04% -1,466 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,393 shares; 2024Q4: 341,005 shares; 2025Q1: 338,513 shares; 2025Q2: 326,935 shares; 2025Q3: 320,972 shares; 2025Q4: 320,653 shares 320,653 $15.1M 0.04% -319 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,266 shares; 2024Q4: 80,629 shares; 2025Q1: 48,389 shares; 2025Q2: 38,914 shares; 2025Q3: 39,363 shares; 2025Q4: 38,464 shares 38,464 $15M 0.04% -899 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,140 shares; 2024Q4: 201,252 shares; 2025Q1: 193,345 shares; 2025Q2: 165,584 shares; 2025Q3: 142,093 shares; 2025Q4: 148,979 shares 148,979 $15M 0.04% +6,886 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,982 shares; 2024Q4: 1,474,681 shares; 2025Q1: 1,700,889 shares; 2025Q2: 336,796 shares; 2025Q3: 277,645 shares; 2025Q4: 229,226 shares 229,226 $14.9M 0.04% -48,419 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,954 shares; 2024Q4: 271,869 shares; 2025Q1: 308,565 shares; 2025Q2: 330,007 shares; 2025Q3: 355,926 shares; 2025Q4: 423,964 shares 423,964 $14.9M 0.04% +68,038 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,249 shares; 2024Q4: 128,018 shares; 2025Q1: 198,294 shares; 2025Q2: 294,573 shares; 2025Q3: 286,640 shares; 2025Q4: 272,742 shares 272,742 $14.9M 0.04% -13,898 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,273 shares; 2024Q4: 126,991 shares; 2025Q1: 121,292 shares; 2025Q2: 122,455 shares; 2025Q3: 127,569 shares; 2025Q4: 147,215 shares 147,215 $14.7M 0.04% +19,646 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,980 shares; 2024Q4: 167,202 shares; 2025Q1: 204,708 shares; 2025Q2: 200,178 shares; 2025Q3: 35,521 shares; 2025Q4: 32,592 shares 32,592 $14.5M 0.04% -2,929 TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,993 shares; 2024Q4: 112,811 shares; 2025Q1: 126,251 shares; 2025Q2: 136,537 shares; 2025Q3: 146,902 shares; 2025Q4: 135,033 shares 135,033 $14.5M 0.04% -11,869 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,719 shares; 2024Q4: 225,403 shares; 2025Q1: 188,623 shares; 2025Q2: 196,995 shares; 2025Q3: 207,905 shares; 2025Q4: 196,199 shares 196,199 $14.5M 0.04% -11,706 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,996 shares; 2024Q4: 143,847 shares; 2025Q1: 142,435 shares; 2025Q2: 137,031 shares; 2025Q3: 137,224 shares; 2025Q4: 146,668 shares 146,668 $14.1M 0.04% +9,444 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,845 shares; 2024Q4: 84,444 shares; 2025Q1: 160,317 shares; 2025Q2: 145,827 shares; 2025Q3: 136,192 shares; 2025Q4: 167,996 shares 167,996 $14.1M 0.04% +31,804 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,841 shares; 2024Q4: 178,950 shares; 2025Q1: 163,145 shares; 2025Q2: 147,267 shares; 2025Q3: 74,691 shares; 2025Q4: 67,756 shares 67,756 $14.1M 0.04% -6,935 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,116 shares; 2024Q4: 282,084 shares; 2025Q1: 297,434 shares; 2025Q2: 302,145 shares; 2025Q3: 262,305 shares; 2025Q4: 224,374 shares 224,374 $14M 0.04% -37,931 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,689 shares; 2024Q4: 93,183 shares; 2025Q1: 102,188 shares; 2025Q2: 103,321 shares; 2025Q3: 122,468 shares; 2025Q4: 173,758 shares 173,758 $13.9M 0.04% +51,290 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,372 shares; 2024Q4: 81,747 shares; 2025Q1: 80,799 shares; 2025Q2: 87,248 shares; 2025Q3: 85,467 shares; 2025Q4: 78,181 shares 78,181 $13.7M 0.04% -7,286 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,337 shares; 2024Q4: 333,839 shares; 2025Q1: 328,879 shares; 2025Q2: 296,439 shares; 2025Q3: 351,772 shares; 2025Q4: 369,396 shares 369,396 $13.6M 0.04% +17,624 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,248 shares; 2024Q4: 133,293 shares; 2025Q1: 168,206 shares; 2025Q2: 212,699 shares; 2025Q3: 229,983 shares; 2025Q4: 237,203 shares 237,203 $13.6M 0.04% +7,220 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,772 shares; 2025Q3: 200,318 shares; 2025Q4: 193,469 shares 193,469 $13.5M 0.04% -6,849 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,670 shares; 2024Q4: 114,129 shares; 2025Q1: 101,995 shares; 2025Q2: 98,866 shares; 2025Q3: 150,089 shares; 2025Q4: 228,812 shares 228,812 $13.5M 0.04% +78,723 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,367 shares; 2025Q1: 7,736 shares; 2025Q2: 8,323 shares; 2025Q3: 19,234 shares; 2025Q4: 25,234 shares 25,234 $13.4M 0.04% +6,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,488 shares; 2024Q4: 82,619 shares; 2025Q1: 86,264 shares; 2025Q2: 93,375 shares; 2025Q3: 87,284 shares; 2025Q4: 82,906 shares 82,906 $13.3M 0.04% -4,378 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,749 shares; 2025Q1: 2,708 shares; 2025Q2: 2,691 shares; 2025Q3: 2,667 shares; 2025Q4: 2,468 shares 2,468 $13.2M 0.04% -199 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,557 shares; 2024Q4: 29,270 shares; 2025Q1: 26,770 shares; 2025Q2: 28,572 shares; 2025Q3: 26,637 shares; 2025Q4: 31,974 shares 31,974 $13.2M 0.04% +5,337 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,252 shares; 2024Q4: 77,481 shares; 2025Q1: 74,952 shares; 2025Q2: 72,147 shares; 2025Q3: 71,772 shares; 2025Q4: 68,211 shares 68,211 $13.2M 0.04% -3,561 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 7,937 shares; 2025Q1: 10,016 shares; 2025Q2: 13,076 shares; 2025Q3: 12,263 shares; 2025Q4: 12,271 shares 12,271 $13.1M 0.04% +8 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,648 shares; 2024Q4: 406,420 shares; 2025Q1: 312,107 shares; 2025Q2: 309,722 shares; 2025Q3: 288,622 shares; 2025Q4: 196,910 shares 196,910 $13.1M 0.04% -91,712 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,811 shares; 2024Q4: 304,381 shares; 2025Q1: 214,469 shares; 2025Q2: 163,987 shares; 2025Q3: 139,494 shares; 2025Q4: 128,517 shares 128,517 $13.1M 0.04% -10,977 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,937 shares; 2024Q4: 45,070 shares; 2025Q1: 43,745 shares; 2025Q2: 25,805 shares; 2025Q3: 25,573 shares; 2025Q4: 25,354 shares 25,354 $13M 0.03% -219 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,443 shares; 2024Q4: 133,270 shares; 2025Q1: 106,142 shares; 2025Q2: 108,670 shares; 2025Q3: 108,592 shares; 2025Q4: 108,843 shares 108,843 $12.8M 0.03% +251 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,107 shares; 2024Q4: 105,587 shares; 2025Q1: 127,140 shares; 2025Q2: 164,964 shares; 2025Q3: 169,517 shares; 2025Q4: 179,104 shares 179,104 $12.8M 0.03% +9,587 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,034 shares; 2024Q4: 213,270 shares; 2025Q1: 201,587 shares; 2025Q2: 202,463 shares; 2025Q3: 186,845 shares; 2025Q4: 160,633 shares 160,633 $12.8M 0.03% -26,212 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 23,969 shares; 2025Q1: 24,349 shares; 2025Q2: 24,523 shares; 2025Q3: 152,557 shares; 2025Q4: 168,572 shares 168,572 $12.7M 0.03% +16,015 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,644 shares; 2024Q4: 151,895 shares; 2025Q1: 144,716 shares; 2025Q2: 139,884 shares; 2025Q3: 97,244 shares; 2025Q4: 92,708 shares 92,708 $12.6M 0.03% -4,536 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,494 shares; 2024Q4: 394,599 shares; 2025Q1: 385,000 shares; 2025Q2: 378,858 shares; 2025Q3: 346,692 shares; 2025Q4: 284,362 shares 284,362 $12.6M 0.03% -62,330 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,866 shares; 2024Q4: 139,754 shares; 2025Q1: 137,521 shares; 2025Q2: 99,220 shares; 2025Q3: 101,810 shares; 2025Q4: 102,867 shares 102,867 $12.5M 0.03% +1,057 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,481 shares; 2024Q4: 56,693 shares; 2025Q1: 56,493 shares; 2025Q2: 56,337 shares; 2025Q3: 54,260 shares; 2025Q4: 53,626 shares 53,626 $12.5M 0.03% -634 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,628 shares; 2024Q4: 53,915 shares; 2025Q1: 55,174 shares; 2025Q2: 51,558 shares; 2025Q3: 52,221 shares; 2025Q4: 58,483 shares 58,483 $12.4M 0.03% +6,262 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 11,358 shares; 2025Q1: 9,508 shares; 2025Q2: 8,987 shares; 2025Q3: 10,182 shares; 2025Q4: 13,647 shares 13,647 $12.4M 0.03% +3,465 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,092 shares; 2024Q4: 42,156 shares; 2025Q1: 39,610 shares; 2025Q2: 40,064 shares; 2025Q3: 44,421 shares; 2025Q4: 45,133 shares 45,133 $12.2M 0.03% +712 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,646 shares; 2024Q4: 43,435 shares; 2025Q1: 40,993 shares; 2025Q2: 41,999 shares; 2025Q3: 42,688 shares; 2025Q4: 42,242 shares 42,242 $12.2M 0.03% -446 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,960 shares; 2024Q4: 38,271 shares; 2025Q1: 38,145 shares; 2025Q2: 38,583 shares; 2025Q3: 39,155 shares; 2025Q4: 37,644 shares 37,644 $12.2M 0.03% -1,511 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,692 shares; 2024Q4: 403,211 shares; 2025Q1: 426,790 shares; 2025Q2: 473,562 shares; 2025Q3: 647,024 shares; 2025Q4: 674,462 shares 674,462 $12.1M 0.03% +27,438 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,043 shares; 2024Q4: 381,082 shares; 2025Q1: 387,542 shares; 2025Q2: 393,334 shares; 2025Q3: 273,740 shares; 2025Q4: 175,214 shares 175,214 $12M 0.03% -98,526 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,027 shares; 2024Q4: 187,640 shares; 2025Q1: 165,242 shares; 2025Q2: 156,634 shares; 2025Q3: 146,504 shares; 2025Q4: 134,460 shares 134,460 $11.9M 0.03% -12,044 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,047 shares; 2024Q4: 100,778 shares; 2025Q1: 99,906 shares; 2025Q2: 79,892 shares; 2025Q3: 101,231 shares; 2025Q4: 106,211 shares 106,211 $11.9M 0.03% +4,980 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,420 shares; 2024Q4: 553,493 shares; 2025Q1: 556,479 shares; 2025Q2: 593,967 shares; 2025Q3: 452,268 shares; 2025Q4: 272,713 shares 272,713 $11.8M 0.03% -179,555 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253,743 shares 253,743 $11.8M 0.03% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,443 shares; 2024Q4: 136,648 shares; 2025Q1: 128,701 shares; 2025Q2: 126,391 shares; 2025Q3: 123,277 shares; 2025Q4: 115,405 shares 115,405 $11.5M 0.03% -7,872 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,114 shares; 2024Q4: 183,443 shares; 2025Q1: 183,350 shares; 2025Q2: 192,290 shares; 2025Q3: 192,815 shares; 2025Q4: 199,020 shares 199,020 $11.5M 0.03% +6,205 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,898 shares; 2024Q4: 152,429 shares; 2025Q1: 149,118 shares; 2025Q2: 142,636 shares; 2025Q3: 134,938 shares; 2025Q4: 256,580 shares 256,580 $11.5M 0.03% +121,642 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,975 shares; 2024Q4: 193,497 shares; 2025Q1: 163,355 shares; 2025Q2: 150,275 shares; 2025Q3: 341,024 shares; 2025Q4: 341,024 shares 341,024 $11.4M 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,275 shares; 2024Q4: 50,817 shares; 2025Q1: 47,678 shares; 2025Q2: 50,151 shares; 2025Q3: 56,166 shares; 2025Q4: 54,731 shares 54,731 $11.4M 0.03% -1,435 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,282 shares; 2024Q4: 103,227 shares; 2025Q1: 101,801 shares; 2025Q2: 102,596 shares; 2025Q3: 124,453 shares; 2025Q4: 128,905 shares 128,905 $11.2M 0.03% +4,452 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,819 shares; 2024Q4: 80,252 shares; 2025Q1: 76,522 shares; 2025Q2: 66,107 shares; 2025Q3: 65,726 shares; 2025Q4: 81,278 shares 81,278 $11.2M 0.03% +15,552 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,096 shares; 2024Q4: 696,198 shares; 2025Q1: 685,439 shares; 2025Q2: 688,985 shares; 2025Q3: 675,245 shares; 2025Q4: 639,008 shares 639,008 $11.2M 0.03% -36,237 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 22,437 shares; 2025Q1: 117,942 shares; 2025Q2: 118,768 shares; 2025Q3: 115,178 shares; 2025Q4: 116,698 shares 116,698 $11.1M 0.03% +1,520 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,711 shares; 2024Q4: 377,954 shares; 2025Q1: 509,332 shares; 2025Q2: 524,603 shares; 2025Q3: 457,468 shares; 2025Q4: 446,021 shares 446,021 $11.1M 0.03% -11,447 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 51,029 shares; 2025Q1: 50,440 shares; 2025Q2: 52,368 shares; 2025Q3: 52,079 shares; 2025Q4: 48,394 shares 48,394 $11M 0.03% -3,685 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,075 shares; 2024Q4: 40,405 shares; 2025Q1: 38,894 shares; 2025Q2: 41,581 shares; 2025Q3: 40,885 shares; 2025Q4: 39,997 shares 39,997 $11M 0.03% -888 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,462 shares; 2024Q4: 197,740 shares; 2025Q1: 92,250 shares; 2025Q2: 373,448 shares; 2025Q3: 377,210 shares; 2025Q4: 583,759 shares 583,759 $10.9M 0.03% +206,549 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,250 shares; 2024Q4: 153,192 shares; 2025Q1: 126,853 shares; 2025Q2: 157,891 shares; 2025Q3: 101,756 shares; 2025Q4: 100,736 shares 100,736 $10.9M 0.03% -1,020 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,741 shares; 2024Q4: 400,912 shares; 2025Q1: 408,440 shares; 2025Q2: 219,440 shares; 2025Q3: 225,265 shares; 2025Q4: 228,197 shares 228,197 $10.9M 0.03% +2,932 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,707 shares; 2024Q4: 93,534 shares; 2025Q1: 91,188 shares; 2025Q2: 93,445 shares; 2025Q3: 96,299 shares; 2025Q4: 92,179 shares 92,179 $10.8M 0.03% -4,120 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,840 shares; 2024Q4: 76,005 shares; 2025Q1: 72,222 shares; 2025Q2: 72,284 shares; 2025Q3: 74,080 shares; 2025Q4: 77,205 shares 77,205 $10.7M 0.03% +3,125 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,059 shares; 2024Q4: 35,855 shares; 2025Q1: 34,072 shares; 2025Q2: 33,060 shares; 2025Q3: 35,422 shares; 2025Q4: 41,827 shares 41,827 $10.7M 0.03% +6,405 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,150 shares; 2024Q4: 34,043 shares; 2025Q1: 41,961 shares; 2025Q2: 57,525 shares; 2025Q3: 56,974 shares; 2025Q4: 57,412 shares 57,412 $10.6M 0.03% +438 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,330 shares; 2024Q4: 457,570 shares; 2025Q1: 292,671 shares; 2025Q2: 274,580 shares; 2025Q3: 276,126 shares; 2025Q4: 238,785 shares 238,785 $10.5M 0.03% -37,341 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,156 shares; 2024Q4: 13,156 shares; 2025Q1: 13,156 shares; 2025Q2: 13,156 shares; 2025Q3: 106,715 shares; 2025Q4: 118,203 shares 118,203 $10.4M 0.03% +11,488 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,106 shares; 2024Q4: 119,561 shares; 2025Q1: 179,103 shares; 2025Q2: 228,604 shares; 2025Q3: 194,760 shares; 2025Q4: 169,772 shares 169,772 $10.4M 0.03% -24,988 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,802 shares; 2024Q4: 30,144 shares; 2025Q1: 106,721 shares; 2025Q2: 114,209 shares; 2025Q3: 115,883 shares; 2025Q4: 118,121 shares 118,121 $10.3M 0.03% +2,238 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,425 shares; 2024Q4: 225,695 shares; 2025Q1: 840,019 shares; 2025Q2: 839,206 shares; 2025Q3: 937,069 shares; 2025Q4: 911,816 shares 911,816 $10.3M 0.03% -25,253 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,520 shares; 2024Q4: 29,515 shares; 2025Q1: 28,633 shares; 2025Q2: 28,212 shares; 2025Q3: 28,389 shares; 2025Q4: 33,964 shares 33,964 $10.3M 0.03% +5,575 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,121 shares; 2024Q4: 35,319 shares; 2025Q1: 32,731 shares; 2025Q2: 34,442 shares; 2025Q3: 34,513 shares; 2025Q4: 32,955 shares 32,955 $10.2M 0.03% -1,558 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,343 shares; 2024Q4: 328,863 shares; 2025Q1: 159,292 shares; 2025Q2: 152,415 shares; 2025Q3: 147,001 shares; 2025Q4: 149,862 shares 149,862 $10.2M 0.03% +2,861 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,177 shares; 2024Q4: 107,177 shares; 2025Q1: 105,177 shares; 2025Q2: 264,240 shares; 2025Q3: 268,511 shares; 2025Q4: 259,244 shares 259,244 $10.1M 0.03% -9,267 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,420 shares; 2024Q4: 239,893 shares; 2025Q1: 131,802 shares; 2025Q2: 170,831 shares; 2025Q3: 166,798 shares; 2025Q4: 153,534 shares 153,534 $10.1M 0.03% -13,264 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,535 shares; 2024Q4: 53,831 shares; 2025Q1: 53,307 shares; 2025Q2: 55,949 shares; 2025Q3: 55,091 shares; 2025Q4: 54,700 shares 54,700 $9.91M 0.03% -391 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,813 shares; 2024Q4: 49,426 shares; 2025Q1: 50,746 shares; 2025Q2: 52,525 shares; 2025Q3: 56,867 shares; 2025Q4: 50,989 shares 50,989 $9.91M 0.03% -5,878 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,528 shares; 2024Q4: 31,307 shares; 2025Q1: 30,958 shares; 2025Q2: 30,964 shares; 2025Q3: 30,791 shares; 2025Q4: 46,471 shares 46,471 $9.85M 0.03% +15,680 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,358 shares; 2024Q4: 89,552 shares; 2025Q1: 102,215 shares; 2025Q2: 100,430 shares; 2025Q3: 113,018 shares; 2025Q4: 114,114 shares 114,114 $9.85M 0.03% +1,096 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,978 shares; 2024Q4: 147,224 shares; 2025Q1: 145,388 shares; 2025Q2: 152,024 shares; 2025Q3: 143,426 shares; 2025Q4: 133,279 shares 133,279 $9.8M 0.03% -10,147 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,130 shares; 2024Q4: 59,019 shares; 2025Q1: 59,013 shares; 2025Q2: 39,321 shares; 2025Q3: 74,251 shares; 2025Q4: 80,158 shares 80,158 $9.7M 0.03% +5,907 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,070 shares; 2024Q4: 2,030,276 shares; 2025Q1: 2,969,725 shares; 2025Q2: 2,645,045 shares; 2025Q3: 1,434,353 shares; 2025Q4: 1,506,155 shares 1,506,155 $9.62M 0.03% +71,802 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,334 shares; 2024Q4: 119,562 shares; 2025Q1: 119,229 shares; 2025Q2: 136,963 shares; 2025Q3: 136,047 shares; 2025Q4: 136,477 shares 136,477 $9.61M 0.03% +430 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,311 shares; 2024Q4: 118,298 shares; 2025Q1: 117,058 shares; 2025Q2: 117,373 shares; 2025Q3: 116,342 shares; 2025Q4: 118,819 shares 118,819 $9.59M 0.03% +2,477 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,643 shares; 2024Q4: 103,435 shares; 2025Q1: 99,539 shares; 2025Q2: 104,074 shares; 2025Q3: 108,901 shares; 2025Q4: 91,025 shares 91,025 $9.56M 0.03% -17,876 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,587 shares; 2024Q4: 202,928 shares; 2025Q1: 184,395 shares; 2025Q2: 178,945 shares; 2025Q3: 178,706 shares; 2025Q4: 163,089 shares 163,089 $9.52M 0.03% -15,617 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 9,574 shares; 2025Q1: 52,250 shares; 2025Q2: 53,530 shares; 2025Q3: 54,397 shares; 2025Q4: 54,950 shares 54,950 $9.5M 0.03% +553 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,189 shares; 2024Q4: 577,670 shares; 2025Q1: 583,268 shares; 2025Q2: 561,307 shares; 2025Q3: 551,425 shares; 2025Q4: 541,550 shares 541,550 $9.4M 0.03% -9,875 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,309 shares; 2024Q4: 88,853 shares; 2025Q1: 83,093 shares; 2025Q2: 81,627 shares; 2025Q3: 81,037 shares; 2025Q4: 81,438 shares 81,438 $9.28M 0.02% +401 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,095 shares; 2024Q4: 75,163 shares; 2025Q1: 74,603 shares; 2025Q2: 74,759 shares; 2025Q3: 74,471 shares; 2025Q4: 78,502 shares 78,502 $9.24M 0.02% +4,031 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,131 shares; 2024Q4: 172,648 shares; 2025Q1: 167,931 shares; 2025Q2: 159,576 shares; 2025Q3: 120,899 shares; 2025Q4: 117,182 shares 117,182 $9.18M 0.02% -3,717 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,724 shares; 2025Q1: 12,707 shares; 2025Q2: 39,397 shares; 2025Q3: 141,930 shares; 2025Q4: 173,983 shares 173,983 $9.18M 0.02% +32,053 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,517 shares; 2024Q4: 114,740 shares; 2025Q1: 112,174 shares; 2025Q2: 136,114 shares; 2025Q3: 133,154 shares; 2025Q4: 197,798 shares 197,798 $9.08M 0.02% +64,644 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,261 shares; 2024Q4: 323,979 shares; 2025Q1: 286,895 shares; 2025Q2: 269,662 shares; 2025Q3: 184,469 shares; 2025Q4: 164,037 shares 164,037 $9.06M 0.02% -20,432 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,301 shares; 2024Q4: 18,105 shares; 2025Q1: 16,671 shares; 2025Q2: 16,405 shares; 2025Q3: 15,549 shares; 2025Q4: 15,869 shares 15,869 $9.05M 0.02% +320 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 40,919 shares; 2025Q1: 106,198 shares; 2025Q2: 135,174 shares; 2025Q3: 353,955 shares; 2025Q4: 393,641 shares 393,641 $9.04M 0.02% +39,686 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,476 shares; 2024Q4: 515,292 shares; 2025Q1: 571,952 shares; 2025Q2: 572,420 shares; 2025Q3: 551,919 shares; 2025Q4: 547,665 shares 547,665 $9.03M 0.02% -4,254 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,166 shares; 2024Q4: 73,158 shares; 2025Q1: 73,058 shares; 2025Q2: 83,059 shares; 2025Q3: 96,643 shares; 2025Q4: 98,490 shares 98,490 $9.01M 0.02% +1,847 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,209 shares; 2024Q4: 10,345 shares; 2025Q1: 9,720 shares; 2025Q2: 9,682 shares; 2025Q3: 9,767 shares; 2025Q4: 14,463 shares 14,463 $9.01M 0.02% +4,696 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,769 shares; 2024Q4: 94,212 shares; 2025Q1: 94,262 shares; 2025Q2: 95,573 shares; 2025Q3: 99,626 shares; 2025Q4: 101,315 shares 101,315 $8.98M 0.02% +1,689 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,404 shares; 2024Q4: 38,101 shares; 2025Q1: 37,992 shares; 2025Q2: 38,334 shares; 2025Q3: 39,236 shares; 2025Q4: 42,069 shares 42,069 $8.92M 0.02% +2,833 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,657 shares; 2024Q4: 242,664 shares; 2025Q1: 199,060 shares; 2025Q2: 163,439 shares; 2025Q3: 162,597 shares; 2025Q4: 139,103 shares 139,103 $8.86M 0.02% -23,494 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,243 shares; 2024Q4: 53,151 shares; 2025Q1: 50,169 shares; 2025Q2: 45,406 shares; 2025Q3: 44,310 shares; 2025Q4: 54,349 shares 54,349 $8.84M 0.02% +10,039 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,424 shares; 2024Q4: 159,412 shares; 2025Q1: 151,259 shares; 2025Q2: 144,143 shares; 2025Q3: 144,291 shares; 2025Q4: 139,395 shares 139,395 $8.71M 0.02% -4,896 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,139 shares; 2024Q4: 161,748 shares; 2025Q1: 175,297 shares; 2025Q2: 174,327 shares; 2025Q3: 175,396 shares; 2025Q4: 174,646 shares 174,646 $8.7M 0.02% -750 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,151 shares; 2024Q4: 643,526 shares; 2025Q1: 593,855 shares; 2025Q2: 571,329 shares; 2025Q3: 437,155 shares; 2025Q4: 387,745 shares 387,745 $8.69M 0.02% -49,410 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,971 shares; 2024Q4: 114,074 shares; 2025Q1: 105,388 shares; 2025Q2: 110,041 shares; 2025Q3: 108,904 shares; 2025Q4: 110,974 shares 110,974 $8.64M 0.02% +2,070 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,529 shares; 2024Q4: 77,361 shares; 2025Q1: 86,391 shares; 2025Q2: 68,856 shares; 2025Q3: 26,549 shares; 2025Q4: 23,891 shares 23,891 $8.6M 0.02% -2,658 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,373 shares; 2024Q4: 108,621 shares; 2025Q1: 107,510 shares; 2025Q2: 145,121 shares; 2025Q3: 109,618 shares; 2025Q4: 104,480 shares 104,480 $8.57M 0.02% -5,138 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,170 shares; 2024Q4: 54,382 shares; 2025Q1: 52,529 shares; 2025Q2: 49,482 shares; 2025Q3: 50,077 shares; 2025Q4: 46,840 shares 46,840 $8.55M 0.02% -3,237 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 19,416 shares; 2025Q1: 64,409 shares; 2025Q2: 30,073 shares; 2025Q3: 40,013 shares; 2025Q4: 46,198 shares 46,198 $8.52M 0.02% +6,185 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,964 shares; 2024Q4: 21,554 shares; 2025Q1: 21,137 shares; 2025Q2: 29,531 shares; 2025Q3: 28,349 shares; 2025Q4: 28,284 shares 28,284 $8.52M 0.02% -65 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 15,888 shares; 2025Q1: 228,462 shares; 2025Q2: 229,649 shares; 2025Q3: 221,095 shares; 2025Q4: 208,668 shares 208,668 $8.5M 0.02% -12,427 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 17,102 shares; 2025Q1: 22,230 shares; 2025Q2: 23,529 shares; 2025Q3: 23,315 shares; 2025Q4: 21,800 shares 21,800 $8.48M 0.02% -1,515 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,688 shares; 2024Q4: 646,612 shares; 2025Q1: 334,221 shares; 2025Q2: 350,131 shares; 2025Q3: 328,976 shares; 2025Q4: 340,869 shares 340,869 $8.46M 0.02% +11,893 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,037 shares; 2024Q4: 512,802 shares; 2025Q1: 212,336 shares; 2025Q2: 106,269 shares; 2025Q3: 104,967 shares; 2025Q4: 99,919 shares 99,919 $8.43M 0.02% -5,048 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,918 shares; 2024Q4: 66,173 shares; 2025Q1: 66,045 shares; 2025Q2: 67,358 shares; 2025Q3: 82,027 shares; 2025Q4: 82,309 shares 82,309 $8.43M 0.02% +282 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,326 shares; 2024Q4: 131,984 shares; 2025Q1: 150,767 shares; 2025Q2: 161,039 shares; 2025Q3: 147,880 shares; 2025Q4: 139,499 shares 139,499 $8.39M 0.02% -8,381 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,534 shares; 2024Q4: 104,389 shares; 2025Q1: 107,680 shares; 2025Q2: 107,456 shares; 2025Q3: 104,752 shares; 2025Q4: 103,342 shares 103,342 $8.39M 0.02% -1,410 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,179 shares; 2024Q4: 159,062 shares; 2025Q1: 148,365 shares; 2025Q2: 93,694 shares; 2025Q3: 112,355 shares; 2025Q4: 153,299 shares 153,299 $8.39M 0.02% +40,944 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 1,936 shares; 2025Q1: 1,707 shares; 2025Q2: 1,119 shares; 2025Q3: 1,055 shares; 2025Q4: 13,685 shares 13,685 $8.37M 0.02% +12,630 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 3,512 shares; 2025Q1: 3,993 shares; 2025Q2: 4,017 shares; 2025Q3: 4,083 shares; 2025Q4: 4,139 shares 4,139 $8.34M 0.02% +56 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,051 shares; 2024Q4: 268,605 shares; 2025Q1: 300,205 shares; 2025Q2: 258,356 shares; 2025Q3: 257,356 shares; 2025Q4: 250,165 shares 250,165 $8.26M 0.02% -7,191 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,120 shares; 2024Q4: 85,430 shares; 2025Q1: 115,378 shares; 2025Q2: 138,720 shares; 2025Q3: 185,987 shares; 2025Q4: 199,263 shares 199,263 $8.24M 0.02% +13,276 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,565 shares; 2024Q4: 249,307 shares; 2025Q1: 249,692 shares; 2025Q2: 299,533 shares; 2025Q3: 299,906 shares; 2025Q4: 302,698 shares 302,698 $8.2M 0.02% +2,792 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,849 shares; 2024Q4: 94,532 shares; 2025Q1: 82,237 shares; 2025Q2: 82,679 shares; 2025Q3: 78,855 shares; 2025Q4: 84,354 shares 84,354 $8.1M 0.02% +5,499 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,542 shares; 2024Q4: 15,542 shares; 2025Q1: 16,092 shares; 2025Q2: 15,959 shares; 2025Q3: 15,409 shares; 2025Q4: 191,703 shares 191,703 $8.07M 0.02% +176,294 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,990 shares; 2024Q4: 33,432 shares; 2025Q1: 32,043 shares; 2025Q2: 27,275 shares; 2025Q3: 27,006 shares; 2025Q4: 17,114 shares 17,114 $8.04M 0.02% -9,892 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,957 shares; 2024Q4: 169,575 shares; 2025Q1: 155,075 shares; 2025Q2: 155,090 shares; 2025Q3: 151,891 shares; 2025Q4: 150,151 shares 150,151 $8.01M 0.02% -1,740 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,428 shares; 2024Q4: 31,057 shares; 2025Q1: 31,527 shares; 2025Q2: 91,857 shares; 2025Q3: 84,571 shares; 2025Q4: 80,150 shares 80,150 $7.98M 0.02% -4,421 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,333 shares; 2025Q4: 206,346 shares 206,346 $7.97M 0.02% -987 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 208,757 shares; 2025Q1: 227,690 shares; 2025Q2: 244,647 shares; 2025Q3: 235,001 shares; 2025Q4: 228,648 shares 228,648 $7.94M 0.02% -6,353 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,161 shares; 2024Q4: 144,739 shares; 2025Q1: 145,282 shares; 2025Q2: 127,625 shares; 2025Q3: 126,313 shares; 2025Q4: 178,686 shares 178,686 $7.93M 0.02% +52,373 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,199 shares; 2024Q4: 192,681 shares; 2025Q1: 181,290 shares; 2025Q2: 121,438 shares; 2025Q3: 96,123 shares; 2025Q4: 79,558 shares 79,558 $7.89M 0.02% -16,565 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,632 shares; 2024Q4: 46,854 shares; 2025Q1: 41,331 shares; 2025Q2: 48,600 shares; 2025Q3: 60,078 shares; 2025Q4: 57,086 shares 57,086 $7.77M 0.02% -2,992 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,121 shares; 2024Q4: 48,049 shares; 2025Q1: 48,914 shares; 2025Q2: 27,140 shares; 2025Q3: 28,249 shares; 2025Q4: 35,417 shares 35,417 $7.77M 0.02% +7,168 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 27,870 shares; 2025Q1: 27,379 shares; 2025Q2: 26,557 shares; 2025Q3: 25,813 shares; 2025Q4: 26,622 shares 26,622 $7.69M 0.02% +809 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,183 shares; 2024Q4: 240,518 shares; 2025Q1: 222,370 shares; 2025Q2: 140,820 shares; 2025Q3: 140,173 shares; 2025Q4: 211,963 shares 211,963 $7.66M 0.02% +71,790 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,407 shares; 2024Q4: 89,029 shares; 2025Q1: 87,594 shares; 2025Q2: 88,714 shares; 2025Q3: 83,185 shares; 2025Q4: 81,339 shares 81,339 $7.66M 0.02% -1,846 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,025 shares; 2024Q4: 21,489 shares; 2025Q1: 22,052 shares; 2025Q2: 21,981 shares; 2025Q3: 22,459 shares; 2025Q4: 22,190 shares 22,190 $7.61M 0.02% -269 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,394 shares; 2024Q4: 32,869 shares; 2025Q1: 14,349 shares; 2025Q2: 12,799 shares; 2025Q3: 13,373 shares; 2025Q4: 12,510 shares 12,510 $7.57M 0.02% -863 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,842 shares; 2024Q4: 422,866 shares; 2025Q1: 427,605 shares; 2025Q2: 434,498 shares; 2025Q3: 352,712 shares; 2025Q4: 149,356 shares 149,356 $7.54M 0.02% -203,356 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,466 shares; 2024Q4: 61,091 shares; 2025Q1: 135,798 shares; 2025Q2: 131,319 shares; 2025Q3: 127,638 shares; 2025Q4: 123,937 shares 123,937 $7.37M 0.02% -3,701 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,296 shares; 2024Q4: 109,413 shares; 2025Q1: 108,066 shares; 2025Q2: 107,600 shares; 2025Q3: 107,557 shares; 2025Q4: 107,329 shares 107,329 $7.34M 0.02% -228 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,112 shares; 2025Q1: 53,832 shares; 2025Q2: 47,911 shares; 2025Q3: 55,406 shares; 2025Q4: 42,636 shares 42,636 $7.3M 0.02% -12,770 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,316 shares; 2024Q4: 26,644 shares; 2025Q1: 26,845 shares; 2025Q2: 26,077 shares; 2025Q3: 17,990 shares; 2025Q4: 16,090 shares 16,090 $7.29M 0.02% -1,900 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,567 shares; 2024Q4: 69,278 shares; 2025Q1: 40,605 shares; 2025Q2: 41,178 shares; 2025Q3: 33,328 shares; 2025Q4: 32,683 shares 32,683 $7.28M 0.02% -645 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 844 shares; 2025Q1: 764 shares; 2025Q2: 897 shares; 2025Q3: 894 shares; 2025Q4: 5,218 shares 5,218 $7.28M 0.02% +4,324 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,827 shares; 2024Q4: 36,314 shares; 2025Q1: 34,001 shares; 2025Q2: 30,523 shares; 2025Q3: 25,456 shares; 2025Q4: 90,675 shares 90,675 $7.23M 0.02% +65,219 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 69,541 shares; 2025Q3: 73,692 shares; 2025Q4: 75,947 shares 75,947 $7.22M 0.02% +2,255 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,913 shares; 2024Q4: 19,690 shares; 2025Q1: 21,068 shares; 2025Q2: 26,950 shares; 2025Q3: 31,814 shares; 2025Q4: 35,239 shares 35,239 $7.22M 0.02% +3,425 Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,094 shares; 2024Q4: 601,383 shares; 2025Q1: 631,031 shares; 2025Q2: 628,926 shares; 2025Q3: 591,139 shares; 2025Q4: 582,585 shares 582,585 $7.14M 0.02% -8,554 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,349 shares; 2024Q4: 66,494 shares; 2025Q1: 44,374 shares; 2025Q2: 34,664 shares; 2025Q3: 26,232 shares; 2025Q4: 72,989 shares 72,989 $7.14M 0.02% +46,757 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 2,474 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 54,919 shares 54,919 $7.09M 0.02% +49,532 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,022 shares; 2024Q4: 39,387 shares; 2025Q1: 38,947 shares; 2025Q2: 36,285 shares; 2025Q3: 38,527 shares; 2025Q4: 38,814 shares 38,814 $7.06M 0.02% +287 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,256 shares; 2024Q4: 31,308 shares; 2025Q1: 30,734 shares; 2025Q2: 29,757 shares; 2025Q3: 30,237 shares; 2025Q4: 24,086 shares 24,086 $6.99M 0.02% -6,151 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,481 shares; 2024Q4: 35,129 shares; 2025Q1: 34,883 shares; 2025Q2: 33,808 shares; 2025Q3: 33,420 shares; 2025Q4: 31,148 shares 31,148 $6.95M 0.02% -2,272 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,550 shares; 2024Q4: 226,250 shares; 2025Q1: 214,112 shares; 2025Q2: 211,479 shares; 2025Q3: 211,600 shares; 2025Q4: 148,526 shares 148,526 $6.84M 0.02% -63,074 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,963 shares; 2024Q4: 101,944 shares; 2025Q1: 108,207 shares; 2025Q2: 111,527 shares; 2025Q3: 110,285 shares; 2025Q4: 109,850 shares 109,850 $6.83M 0.02% -435 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,443 shares; 2024Q4: 216,443 shares; 2025Q1: 216,622 shares; 2025Q2: 216,622 shares; 2025Q3: 217,730 shares; 2025Q4: 217,693 shares 217,693 $6.8M 0.02% -37 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,935 shares; 2024Q4: 43,719 shares; 2025Q1: 43,401 shares; 2025Q2: 42,936 shares; 2025Q3: 41,127 shares; 2025Q4: 41,487 shares 41,487 $6.77M 0.02% +360 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,725 shares; 2024Q4: 55,234 shares; 2025Q1: 53,495 shares; 2025Q2: 51,531 shares; 2025Q3: 49,193 shares; 2025Q4: 50,965 shares 50,965 $6.75M 0.02% +1,772 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 8,347 shares; 2025Q1: 7,995 shares; 2025Q2: 7,822 shares; 2025Q3: 7,823 shares; 2025Q4: 23,471 shares 23,471 $6.74M 0.02% +15,648 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,542 shares; 2024Q4: 59,542 shares; 2025Q1: 61,517 shares; 2025Q2: 101,642 shares; 2025Q3: 141,873 shares; 2025Q4: 204,868 shares 204,868 $6.71M 0.02% +62,995 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,847 shares; 2024Q4: 148,540 shares; 2025Q1: 155,608 shares; 2025Q2: 159,403 shares; 2025Q3: 161,434 shares; 2025Q4: 166,437 shares 166,437 $6.7M 0.02% +5,003 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,528 shares; 2024Q4: 21,430 shares; 2025Q1: 20,768 shares; 2025Q2: 21,121 shares; 2025Q3: 21,119 shares; 2025Q4: 19,636 shares 19,636 $6.63M 0.02% -1,483 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,789 shares; 2024Q4: 42,763 shares; 2025Q1: 44,761 shares; 2025Q2: 51,341 shares; 2025Q3: 46,599 shares; 2025Q4: 35,729 shares 35,729 $6.63M 0.02% -10,870 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,913 shares; 2024Q4: 417,894 shares; 2025Q1: 470,286 shares; 2025Q2: 497,205 shares; 2025Q3: 666,442 shares; 2025Q4: 210,266 shares 210,266 $6.61M 0.02% -456,176 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,466 shares; 2024Q4: 277,380 shares; 2025Q1: 192,045 shares; 2025Q2: 155,430 shares; 2025Q3: 155,775 shares; 2025Q4: 131,196 shares 131,196 $6.56M 0.02% -24,579 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,524 shares; 2024Q4: 131,988 shares; 2025Q1: 132,515 shares; 2025Q2: 135,637 shares; 2025Q3: 135,154 shares; 2025Q4: 139,584 shares 139,584 $6.55M 0.02% +4,430 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,873 shares; 2024Q4: 449,727 shares; 2025Q1: 434,981 shares; 2025Q2: 519,574 shares; 2025Q3: 474,427 shares; 2025Q4: 454,428 shares 454,428 $6.53M 0.02% -19,999 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,938 shares; 2024Q4: 179,549 shares; 2025Q1: 175,709 shares; 2025Q2: 174,748 shares; 2025Q3: 171,238 shares; 2025Q4: 177,950 shares 177,950 $6.45M 0.02% +6,712 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,136 shares; 2024Q4: 30,753 shares; 2025Q1: 22,902 shares; 2025Q2: 17,571 shares; 2025Q3: 18,835 shares; 2025Q4: 21,848 shares 21,848 $6.41M 0.02% +3,013 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 2,855 shares; 2025Q1: 2,946 shares; 2025Q2: 41,797 shares; 2025Q3: 46,269 shares; 2025Q4: 46,314 shares 46,314 $6.41M 0.02% +45 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,824 shares; 2024Q4: 94,737 shares; 2025Q1: 79,098 shares; 2025Q2: 78,908 shares; 2025Q3: 78,883 shares; 2025Q4: 81,108 shares 81,108 $6.4M 0.02% +2,225 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,328 shares; 2024Q4: 98,808 shares; 2025Q1: 106,405 shares; 2025Q2: 230,325 shares; 2025Q3: 229,433 shares; 2025Q4: 237,237 shares 237,237 $6.38M 0.02% +7,804 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,562 shares; 2024Q4: 38,796 shares; 2025Q1: 39,746 shares; 2025Q2: 38,787 shares; 2025Q3: 42,834 shares; 2025Q4: 39,173 shares 39,173 $6.38M 0.02% -3,661 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,665 shares; 2024Q4: 60,138 shares; 2025Q1: 42,823 shares; 2025Q2: 45,263 shares; 2025Q3: 47,263 shares; 2025Q4: 47,958 shares 47,958 $6.37M 0.02% +695 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,200 shares; 2024Q4: 54,467 shares; 2025Q1: 54,320 shares; 2025Q2: 50,603 shares; 2025Q3: 42,016 shares; 2025Q4: 38,807 shares 38,807 $6.29M 0.02% -3,209 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,204 shares; 2024Q4: 91,147 shares; 2025Q1: 106,114 shares; 2025Q2: 113,941 shares; 2025Q3: 114,559 shares; 2025Q4: 101,848 shares 101,848 $6.28M 0.02% -12,711 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,109 shares; 2024Q4: 62,003 shares; 2025Q1: 77,262 shares; 2025Q2: 83,689 shares; 2025Q3: 82,695 shares; 2025Q4: 89,582 shares 89,582 $6.22M 0.02% +6,887 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,481 shares; 2024Q4: 14,930 shares; 2025Q1: 12,651 shares; 2025Q2: 12,506 shares; 2025Q3: 12,325 shares; 2025Q4: 12,608 shares 12,608 $6.18M 0.02% +283 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,634 shares; 2024Q4: 26,683 shares; 2025Q1: 16,091 shares; 2025Q2: 17,350 shares; 2025Q3: 362,740 shares; 2025Q4: 139,269 shares 139,269 $6.17M 0.02% -223,471 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,943 shares; 2025Q2: 2,904 shares; 2025Q3: 2,909 shares; 2025Q4: 40,046 shares 40,046 $6.14M 0.02% +37,137 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,193 shares; 2024Q4: 136,039 shares; 2025Q1: 132,168 shares; 2025Q2: 125,047 shares; 2025Q3: 80,520 shares; 2025Q4: 83,772 shares 83,772 $6.12M 0.02% +3,252 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,423 shares; 2024Q4: 49,268 shares; 2025Q1: 50,007 shares; 2025Q2: 47,784 shares; 2025Q3: 47,298 shares; 2025Q4: 44,520 shares 44,520 $6.1M 0.02% -2,778 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,146 shares; 2024Q4: 54,347 shares; 2025Q1: 61,831 shares; 2025Q2: 67,874 shares; 2025Q3: 66,918 shares; 2025Q4: 142,786 shares 142,786 $6.1M 0.02% +75,868 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,851 shares; 2024Q4: 142,716 shares; 2025Q1: 154,958 shares; 2025Q2: 165,657 shares; 2025Q3: 143,084 shares; 2025Q4: 137,366 shares 137,366 $6.07M 0.02% -5,718 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,217 shares; 2024Q4: 29,475 shares; 2025Q1: 30,708 shares; 2025Q2: 31,641 shares; 2025Q3: 31,487 shares; 2025Q4: 30,300 shares 30,300 $6.05M 0.02% -1,187 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,872 shares; 2024Q4: 59,660 shares; 2025Q1: 57,891 shares; 2025Q2: 58,272 shares; 2025Q3: 56,633 shares; 2025Q4: 58,007 shares 58,007 $6.04M 0.02% +1,374 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,982 shares; 2024Q4: 21,297 shares; 2025Q1: 21,686 shares; 2025Q2: 23,041 shares; 2025Q3: 61,792 shares; 2025Q4: 64,859 shares 64,859 $5.99M 0.02% +3,067 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,437 shares; 2024Q4: 780,202 shares; 2025Q1: 786,105 shares; 2025Q2: 796,643 shares; 2025Q3: 779,204 shares; 2025Q4: 657,332 shares 657,332 $5.94M 0.02% -121,872 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 8,462 shares; 2025Q1: 7,191 shares; 2025Q2: 6,975 shares; 2025Q3: 7,236 shares; 2025Q4: 7,332 shares 7,332 $5.93M 0.02% +96 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,915 shares; 2024Q4: 237,264 shares; 2025Q1: 190,607 shares; 2025Q2: 243,054 shares; 2025Q3: 200,293 shares; 2025Q4: 101,434 shares 101,434 $5.92M 0.02% -98,859 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,575 shares; 2024Q4: 67,997 shares; 2025Q1: 71,491 shares; 2025Q2: 73,071 shares; 2025Q3: 69,266 shares; 2025Q4: 70,450 shares 70,450 $5.9M 0.02% +1,184 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,465 shares; 2024Q4: 22,423 shares; 2025Q1: 18,229 shares; 2025Q2: 18,024 shares; 2025Q3: 18,097 shares; 2025Q4: 19,583 shares 19,583 $5.84M 0.02% +1,486 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 28,165 shares 28,165 $5.84M 0.02% +26,729 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 16,136 shares; 2025Q1: 21,026 shares; 2025Q2: 32,232 shares; 2025Q3: 34,450 shares; 2025Q4: 41,097 shares 41,097 $5.8M 0.02% +6,647 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,826 shares; 2024Q4: 122,921 shares; 2025Q1: 120,952 shares; 2025Q2: 122,994 shares; 2025Q3: 115,703 shares; 2025Q4: 119,728 shares 119,728 $5.73M 0.02% +4,025 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,687 shares; 2024Q4: 36,782 shares; 2025Q1: 36,740 shares; 2025Q2: 35,653 shares; 2025Q3: 39,356 shares; 2025Q4: 39,456 shares 39,456 $5.68M 0.02% +100 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,535 shares; 2024Q4: 21,840 shares; 2025Q1: 22,715 shares; 2025Q2: 26,902 shares; 2025Q3: 26,191 shares; 2025Q4: 28,609 shares 28,609 $5.68M 0.02% +2,418 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,868 shares; 2025Q4: 27,814 shares 27,814 $5.66M 0.02% +25,946 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,685 shares; 2024Q4: 151,516 shares; 2025Q1: 155,521 shares; 2025Q2: 164,862 shares; 2025Q3: 157,611 shares; 2025Q4: 105,672 shares 105,672 $5.58M 0.01% -51,939 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,399 shares; 2024Q4: 29,214 shares; 2025Q1: 31,048 shares; 2025Q2: 31,603 shares; 2025Q3: 31,778 shares; 2025Q4: 29,941 shares 29,941 $5.56M 0.01% -1,837 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,669 shares 84,669 $5.54M 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,839 shares; 2025Q1: 2,501 shares; 2025Q2: 3,261 shares; 2025Q3: 3,169 shares; 2025Q4: 3,264 shares 3,264 $5.52M 0.01% +95 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,942 shares; 2024Q4: 59,988 shares; 2025Q1: 60,888 shares; 2025Q2: 61,664 shares; 2025Q3: 61,038 shares; 2025Q4: 66,246 shares 66,246 $5.49M 0.01% +5,208 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,078 shares; 2024Q4: 282,025 shares; 2025Q1: 1,751,274 shares; 2025Q2: 2,524,118 shares; 2025Q3: 2,213,606 shares; 2025Q4: 1,948,847 shares 1,948,847 $5.48M 0.01% -264,759 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,146 shares; 2024Q4: 39,858 shares; 2025Q1: 45,727 shares; 2025Q2: 44,412 shares; 2025Q3: 45,015 shares; 2025Q4: 50,448 shares 50,448 $5.47M 0.01% +5,433 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,972 shares; 2024Q4: 78,397 shares; 2025Q1: 88,437 shares; 2025Q2: 84,263 shares; 2025Q3: 84,263 shares; 2025Q4: 103,497 shares 103,497 $5.47M 0.01% +19,234 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,403 shares; 2025Q3: 18,556 shares; 2025Q4: 22,534 shares 22,534 $5.47M 0.01% +3,978 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,354 shares; 2024Q4: 19,130 shares; 2025Q1: 19,013 shares; 2025Q2: 22,597 shares; 2025Q3: 25,726 shares; 2025Q4: 25,449 shares 25,449 $5.46M 0.01% -277 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,232 shares; 2024Q4: 49,020 shares; 2025Q1: 60,190 shares; 2025Q2: 63,970 shares; 2025Q3: 68,068 shares; 2025Q4: 76,402 shares 76,402 $5.46M 0.01% +8,334 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 21,442 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 20,650 shares; 2025Q4: 28,292 shares 28,292 $5.46M 0.01% +7,642 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,791 shares; 2024Q4: 75,790 shares; 2025Q1: 78,895 shares; 2025Q2: 104,239 shares; 2025Q3: 168,396 shares; 2025Q4: 89,627 shares 89,627 $5.46M 0.01% -78,769 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,934 shares; 2024Q4: 39,597 shares; 2025Q1: 38,987 shares; 2025Q2: 47,628 shares; 2025Q3: 47,579 shares; 2025Q4: 47,312 shares 47,312 $5.46M 0.01% -267 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,886 shares; 2024Q4: 24,885 shares; 2025Q1: 24,900 shares; 2025Q2: 24,451 shares; 2025Q3: 24,539 shares; 2025Q4: 24,528 shares 24,528 $5.45M 0.01% -11 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737,022 shares; 2024Q4: 1,664,244 shares; 2025Q1: 1,686,169 shares; 2025Q2: 1,741,932 shares; 2025Q3: 1,717,439 shares; 2025Q4: 1,426,995 shares 1,426,995 $5.42M 0.01% -290,444 Timeline